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 | $149,730 | $53,162+181.6% | $91,220+64.1% | $68,494+118.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -17.35% | -3.14%-14.2pp | 114.01%-131.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $12,232 | $1,709+615.6% | $2,850+329.2% | $2,596+371.1% |
| Participant deferral / active EE | $5,912 | $2,974+98.8% | $4,234+39.6% | $4,027+46.8% |
| Admin fee / account holder | $4,186 | $4,493-6.8% | $5,420-22.8% | $5,403-22.5% |