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 | $213,081 | $73,004+191.9% | $90,749+134.8% | $68,494+211.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -13.47% | -13.81%+0.3pp | -12.16%-1.3pp | -7.84%-5.6pp |
| Employer contribution / active EE | $9,879 | $2,193+350.5% | $2,921+238.2% | $2,596+280.5% |
| Participant deferral / active EE | $5,280 | $3,627+45.6% | $4,564+15.7% | $4,027+31.1% |
| Admin fee / account holder | $47,663 | $5,896+708.4% | $8,445+464.4% | $5,403+782.2% |