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 | $177,034 | $95,193+86.0% | $76,523+131.3% | $135,375+30.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -9.27% | 4.85%-14.1pp | -0.27%-9.0pp | 519.73%-529.0pp |
| Employer contribution / active EE | $11,189 | $3,302+238.8% | $2,647+322.7% | $4,779+134.1% |
| Participant deferral / active EE | $7,442 | $4,639+60.4% | $3,835+94.0% | $5,609+32.7% |
| Admin fee / account holder | $1,200 | $6,249-80.8% | $4,848-75.2% | $10,827-88.9% |