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 | $145,729 | $92,222+58.0% | $76,768+89.8% | $135,375+7.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.13% | 5.46%-12.6pp | 2.43%-9.6pp | 519.73%-526.9pp |
| Employer contribution / active EE | $3,302 | $3,216+2.7% | $2,485+32.9% | $4,779-30.9% |
| Participant deferral / active EE | $4,965 | $4,509+10.1% | $3,852+28.9% | $5,609-11.5% |
| Admin fee / account holder | $16,693 | $10,748+55.3% | $6,675+150.1% | $10,827+54.2% |