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 | $142,179 | $53,806+164.2% | $61,491+131.2% | $68,494+107.6% |
| Participation rate | 100.0% | 72.5%+27.5pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -14.67% | -15.68%+1.0pp | -12.98%-1.7pp | -7.84%-6.8pp |
| Employer contribution / active EE | $8,562 | $3,218+166.1% | $4,246+101.7% | $2,596+229.8% |
| Participant deferral / active EE | $8,508 | $3,678+131.3% | $5,188+64.0% | $4,027+111.3% |
| Admin fee / account holder | $21,900 | $5,999+265.1% | $4,312+407.9% | $5,403+305.3% |