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 | $158,732 | $78,694+101.7% | $67,652+134.6% | $125,391+26.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -3.08% | 9.46%-12.5pp | 6625.04%-6628.1pp | 282.22%-285.3pp |
| Employer contribution / active EE | $6,000 | $3,044+97.1% | $2,266+164.8% | $4,866+23.3% |
| Participant deferral / active EE | $2,694 | $4,292-37.2% | $3,560-24.3% | $5,352-49.7% |
| Admin fee / account holder | $1,666 | $7,403-77.5% | $4,821-65.4% | $9,540-82.5% |