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 | $229,205 | $82,286+178.5% | $68,791+233.2% | $134,475+70.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -13.75% | -2.19%-11.6pp | -6.38%-7.4pp | 417.96%-431.7pp |
| Employer contribution / active EE | $10,059 | $3,301+204.8% | $2,655+278.8% | $4,740+112.2% |
| Participant deferral / active EE | $14,178 | $4,739+199.2% | $3,941+259.7% | $6,400+121.5% |
| Admin fee / account holder | $59,565 | $6,481+819.1% | $4,932+1107.8% | $11,426+421.3% |