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 | $143,571 | $73,004+96.7% | $90,749+58.2% | $68,494+109.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -16.96% | -13.81%-3.1pp | -12.16%-4.8pp | -7.84%-9.1pp |
| Employer contribution / active EE | $9,069 | $2,193+313.6% | $2,921+210.5% | $2,596+249.3% |
| Participant deferral / active EE | $7,048 | $3,627+94.4% | $4,564+54.4% | $4,027+75.0% |
| Admin fee / account holder | $9,941 | $5,896+68.6% | $8,445+17.7% | $5,403+84.0% |