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 | $147,412 | $73,867+99.6% | $143,757+2.5% | $68,494+115.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.18% | 1.01%-17.2pp | -0.04%-16.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $12,168 | $3,184+282.1% | $4,951+145.8% | $2,596+368.7% |
| Participant deferral / active EE | $7,404 | $3,384+118.8% | $5,637+31.3% | $4,027+83.8% |
| Admin fee / account holder | $35,661 | $5,755+519.7% | $14,673+143.0% | $5,403+560.1% |