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 | $40,164 | $167,484-76.0% | $151,611-73.5% | $134,475-70.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.51% | 7.80%-25.3pp | 3.33%-20.8pp | 417.96%-435.5pp |
| Employer contribution / active EE | $19,155 | $6,829+180.5% | $6,166+210.7% | $4,740+304.1% |
| Participant deferral / active EE | $25,660 | $8,986+185.6% | $8,363+206.8% | $6,400+301.0% |
| Admin fee / account holder | $48,992 | $13,783+255.5% | $11,616+321.8% | $11,426+328.8% |