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 | $193,789 | $64,707+199.5% | $112,228+72.7% | $68,494+182.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.62% | -11.40%-4.2pp | 27.45%-43.1pp | -7.84%-7.8pp |
| Employer contribution / active EE | $6,546 | $2,746+138.4% | $3,635+80.1% | $2,596+152.1% |
| Participant deferral / active EE | $7,749 | $3,565+117.4% | $4,728+63.9% | $4,027+92.4% |
| Admin fee / account holder | $2,742 | $5,232-47.6% | $6,410-57.2% | $5,403-49.3% |