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 | $151,770 | $71,883+111.1% | $86,677+75.1% | $68,494+121.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -15.72% | 3.52%-19.2pp | 35.91%-51.6pp | -7.84%-7.9pp |
| Employer contribution / active EE | $7,780 | $2,173+258.1% | $2,836+174.3% | $2,596+199.7% |
| Participant deferral / active EE | $5,376 | $3,779+42.3% | $4,656+15.5% | $4,027+33.5% |
| Admin fee / account holder | $14,115 | $6,112+130.9% | $7,493+88.4% | $5,403+161.3% |