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 | $189,147 | $64,707+192.3% | $112,228+68.5% | $68,494+176.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.29% | -11.40%-3.9pp | 27.45%-42.7pp | -7.84%-7.4pp |
| Employer contribution / active EE | $5,626 | $2,746+104.9% | $3,635+54.8% | $2,596+116.7% |
| Participant deferral / active EE | $4,697 | $3,565+31.8% | $4,728-0.7% | $4,027+16.6% |
| Admin fee / account holder | $11,648 | $5,232+122.6% | $6,410+81.7% | $5,403+115.6% |