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 | $243,092 | $64,707+275.7% | $112,228+116.6% | $68,494+254.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.24% | -11.40%-5.8pp | 27.45%-44.7pp | -7.84%-9.4pp |
| Employer contribution / active EE | $24,944 | $2,746+808.4% | $3,635+586.3% | $2,596+860.7% |
| Participant deferral / active EE | $4,715 | $3,565+32.3% | $4,728-0.3% | $4,027+17.1% |
| Admin fee / account holder | $1,296 | $5,232-75.2% | $6,410-79.8% | $5,403-76.0% |