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 | $148,340 | $53,162+179.0% | $91,220+62.6% | $68,494+116.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -16.51% | -3.14%-13.4pp | 114.01%-130.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $6,252 | $1,709+265.7% | $2,850+119.4% | $2,596+140.8% |
| Participant deferral / active EE | $5,739 | $2,974+93.0% | $4,234+35.6% | $4,027+42.5% |
| Admin fee / account holder | $1,438 | $4,493-68.0% | $5,420-73.5% | $5,403-73.4% |