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 | $119,283 | $92,222+29.3% | $76,768+55.4% | $135,375-11.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.15% | 5.46%-11.6pp | 2.43%-8.6pp | 519.73%-525.9pp |
| Employer contribution / active EE | $7,970 | $3,216+147.8% | $2,485+220.7% | $4,779+66.8% |
| Participant deferral / active EE | $6,544 | $4,509+45.1% | $3,852+69.9% | $5,609+16.7% |
| Admin fee / account holder | $13,157 | $10,748+22.4% | $6,675+97.1% | $10,827+21.5% |