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 | $196,846 | $76,912+155.9% | $129,110+52.5% | $68,494+187.4% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.3%+22.7pp | 67.9%+32.1pp |
| Annual return | -16.41% | -9.78%-6.6pp | -10.94%-5.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $10,485 | $3,243+223.4% | $5,052+107.6% | $2,596+303.9% |
| Participant deferral / active EE | $14,590 | $4,732+208.3% | $6,542+123.0% | $4,027+262.3% |
| Admin fee / account holder | $19,956 | $6,638+200.6% | $14,302+39.5% | $5,403+269.4% |