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 | $173,515 | $133,958+29.5% | $112,228+54.6% | $134,475+29.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.74% | 47.11%-65.9pp | 27.45%-46.2pp | 417.96%-436.7pp |
| Employer contribution / active EE | $11,060 | $4,038+173.9% | $3,635+204.3% | $4,740+133.3% |
| Participant deferral / active EE | $6,672 | $5,291+26.1% | $4,728+41.1% | $6,400+4.3% |
| Admin fee / account holder | $1,337 | $7,489-82.1% | $6,410-79.1% | $11,426-88.3% |