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 | $143,171 | $99,032+44.6% | $80,019+78.9% | $135,375+5.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.44% | 15.39%-21.8pp | 11.22%-17.7pp | 519.73%-526.2pp |
| Employer contribution / active EE | $5,397 | $3,043+77.3% | $2,468+118.7% | $4,779+12.9% |
| Participant deferral / active EE | $6,054 | $4,282+41.4% | $3,686+64.3% | $5,609+7.9% |
| Admin fee / account holder | $5,779 | $10,436-44.6% | $6,521-11.4% | $10,827-46.6% |