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 | $203,670 | $95,862+112.5% | $79,550+156.0% | $134,475+51.5% |
| Participation rate | 92.9% | 75.0%+17.8pp | 69.5%+23.4pp | 81.2%+11.6pp |
| Annual return | -13.69% | -2.69%-11.0pp | 0.16%-13.9pp | 417.96%-431.7pp |
| Employer contribution / active EE | $6,419 | $3,128+105.2% | $2,413+166.0% | $4,740+35.4% |
| Participant deferral / active EE | $5,199 | $4,693+10.8% | $3,985+30.4% | $6,400-18.8% |
| Admin fee / account holder | $34,286 | $9,126+275.7% | $6,832+401.8% | $11,426+200.1% |