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 | $144,680 | $71,883+101.3% | $86,677+66.9% | $68,494+111.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -15.78% | 3.52%-19.3pp | 35.91%-51.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $3,893 | $2,173+79.2% | $2,836+37.3% | $2,596+50.0% |
| Participant deferral / active EE | $8,782 | $3,779+132.4% | $4,656+88.6% | $4,027+118.1% |
| Admin fee / account holder | $33,536 | $6,112+448.7% | $7,493+347.5% | $5,403+520.7% |