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 | $160,760 | $71,883+123.6% | $86,677+85.5% | $68,494+134.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -10.81% | 3.52%-14.3pp | 35.91%-46.7pp | -7.84%-3.0pp |
| Employer contribution / active EE | $7,373 | $2,173+239.3% | $2,836+159.9% | $2,596+184.0% |
| Participant deferral / active EE | $8,150 | $3,779+115.7% | $4,656+75.1% | $4,027+102.4% |
| Admin fee / account holder | $801 | $6,112-86.9% | $7,493-89.3% | $5,403-85.2% |