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 | $226,898 | $167,307+35.6% | $143,757+57.8% | $134,475+68.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.31% | 0.46%-9.8pp | -0.04%-9.3pp | 417.96%-427.3pp |
| Employer contribution / active EE | $7,952 | $5,619+41.5% | $4,951+60.6% | $4,740+67.8% |
| Participant deferral / active EE | $7,148 | $6,446+10.9% | $5,637+26.8% | $6,400+11.7% |
| Admin fee / account holder | $355 | $18,088-98.0% | $14,673-97.6% | $11,426-96.9% |