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 | $238,670 | $82,286+190.0% | $68,791+246.9% | $134,475+77.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.48% | -2.19%-15.3pp | -6.38%-11.1pp | 417.96%-435.4pp |
| Employer contribution / active EE | $5,874 | $3,301+78.0% | $2,655+121.2% | $4,740+23.9% |
| Participant deferral / active EE | $15,613 | $4,739+229.5% | $3,941+296.2% | $6,400+144.0% |
| Admin fee / account holder | $16,496 | $6,481+154.5% | $4,932+234.5% | $11,426+44.4% |