See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,907 | $59,805+229.3% | $79,550+147.5% | $68,494+187.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -15.30% | -12.30%-3.0pp | 0.16%-15.5pp | -7.84%-7.5pp |
| Employer contribution / active EE | $3,924 | $1,505+160.7% | $2,413+62.6% | $2,596+51.1% |
| Participant deferral / active EE | $6,152 | $3,024+103.4% | $3,985+54.4% | $4,027+52.8% |
| Admin fee / account holder | $28,215 | $4,835+483.6% | $6,832+313.0% | $5,403+422.2% |