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 | $147,914 | $71,883+105.8% | $86,677+70.7% | $68,494+116.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.69% | 3.52%-18.2pp | 35.91%-50.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $15,109 | $2,173+595.4% | $2,836+432.7% | $2,596+482.0% |
| Participant deferral / active EE | $5,520 | $3,779+46.1% | $4,656+18.6% | $4,027+37.1% |
| Admin fee / account holder | $47,798 | $6,112+682.1% | $7,493+537.9% | $5,403+784.7% |