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 | $126,398 | $99,032+27.6% | $80,019+58.0% | $135,375-6.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -8.60% | 15.39%-24.0pp | 11.22%-19.8pp | 519.73%-528.3pp |
| Employer contribution / active EE | $5,775 | $3,043+89.7% | $2,468+134.0% | $4,779+20.8% |
| Participant deferral / active EE | $5,661 | $4,282+32.2% | $3,686+53.6% | $5,609+0.9% |
| Admin fee / account holder | $9,383 | $10,436-10.1% | $6,521+43.9% | $10,827-13.3% |