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 | $126,286 | $99,032+27.5% | $80,019+57.8% | $135,375-6.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.10% | 15.39%-21.5pp | 11.22%-17.3pp | 519.73%-525.8pp |
| Employer contribution / active EE | $10,205 | $3,043+235.3% | $2,468+313.5% | $4,779+113.6% |
| Participant deferral / active EE | $15,500 | $4,282+262.0% | $3,686+320.5% | $5,609+176.4% |
| Admin fee / account holder | $4,000 | $10,436-61.7% | $6,521-38.7% | $10,827-63.1% |