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 | $240,740 | $167,484+43.7% | $151,611+58.8% | $134,475+79.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.80% | 7.80%-25.6pp | 3.33%-21.1pp | 417.96%-435.8pp |
| Employer contribution / active EE | $20,476 | $6,829+199.8% | $6,166+232.1% | $4,740+332.0% |
| Participant deferral / active EE | $15,247 | $8,986+69.7% | $8,363+82.3% | $6,400+138.2% |
| Admin fee / account holder | $142,715 | $13,783+935.5% | $11,616+1128.6% | $11,426+1149.0% |