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 | $162,339 | $113,935+42.5% | $94,224+72.3% | $125,391+29.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.11% | 5.29%-7.4pp | 10.68%-12.8pp | 282.22%-284.3pp |
| Employer contribution / active EE | $7,966 | $4,727+68.5% | $3,587+122.1% | $4,866+63.7% |
| Participant deferral / active EE | $9,723 | $5,179+87.8% | $4,320+125.1% | $5,352+81.7% |
| Admin fee / account holder | $375 | $8,391-95.5% | $6,269-94.0% | $9,540-96.1% |