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 | $240,248 | $42,894+460.1% | $60,874+294.7% | $68,494+250.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -16.40% | -13.98%-2.4pp | 16.90%-33.3pp | -7.84%-8.6pp |
| Employer contribution / active EE | $15,694 | $1,978+693.4% | $2,701+480.9% | $2,596+504.5% |
| Participant deferral / active EE | $1,329 | $2,867-53.6% | $3,817-65.2% | $4,027-67.0% |
| Admin fee / account holder | $5,167 | $3,101+66.6% | $3,224+60.2% | $5,403-4.4% |