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 | $170,680 | $117,690+45.0% | $71,735+137.9% | $134,475+26.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -12.54% | 25.44%-38.0pp | 9.14%-21.7pp | 417.96%-430.5pp |
| Employer contribution / active EE | $2,753 | $2,525+9.0% | $1,704+61.6% | $4,740-41.9% |
| Participant deferral / active EE | $6,005 | $3,759+59.7% | $2,658+125.9% | $6,400-6.2% |
| Admin fee / account holder | $2,992 | $6,379-53.1% | $3,974-24.7% | $11,426-73.8% |