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 | $107,636 | $71,883+49.7% | $86,677+24.2% | $68,494+57.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.74% | 3.52%-20.3pp | 35.91%-52.6pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,567 | $2,173+18.1% | $2,836-9.5% | $2,596-1.1% |
| Participant deferral / active EE | $7,743 | $3,779+104.9% | $4,656+66.3% | $4,027+92.3% |
| Admin fee / account holder | $8,272 | $6,112+35.3% | $7,493+10.4% | $5,403+53.1% |