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 | $157,354 | $92,222+70.6% | $76,768+105.0% | $135,375+16.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.50% | 5.46%-12.0pp | 2.43%-8.9pp | 519.73%-526.2pp |
| Employer contribution / active EE | $13,593 | $3,216+322.7% | $2,485+447.0% | $4,779+184.4% |
| Participant deferral / active EE | $7,866 | $4,509+74.5% | $3,852+104.2% | $5,609+40.2% |
| Admin fee / account holder | $304 | $10,748-97.2% | $6,675-95.5% | $10,827-97.2% |