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 | $165,733 | $105,860+56.6% | $90,749+82.6% | $134,475+23.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -11.31% | -11.01%-0.3pp | -12.16%+0.8pp | 417.96%-429.3pp |
| Employer contribution / active EE | $4,048 | $3,462+16.9% | $2,921+38.6% | $4,740-14.6% |
| Participant deferral / active EE | $9,617 | $5,216+84.4% | $4,564+110.7% | $6,400+50.3% |
| Admin fee / account holder | $15,582 | $13,938+11.8% | $8,445+84.5% | $11,426+36.4% |