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 | $223,815 | $91,911+143.5% | $68,793+225.3% | $135,375+65.3% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -2.43% | -8.22%+5.8pp | -4.63%+2.2pp | 519.73%-522.2pp |
| Employer contribution / active EE | $7,427 | $3,924+89.3% | $2,625+182.9% | $4,779+55.4% |
| Participant deferral / active EE | $7,838 | $4,315+81.6% | $3,311+136.7% | $5,609+39.7% |
| Admin fee / account holder | $2,869 | $9,240-69.0% | $5,131-44.1% | $10,827-73.5% |