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 | $173,593 | $129,942+33.6% | $104,294+66.4% | $134,475+29.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.69% | 42.03%-59.7pp | 24.61%-42.3pp | 417.96%-435.7pp |
| Employer contribution / active EE | $14,561 | $4,184+248.0% | $3,372+331.8% | $4,740+207.2% |
| Participant deferral / active EE | $11,452 | $5,588+104.9% | $4,625+147.6% | $6,400+78.9% |
| Admin fee / account holder | $9,432 | $9,323+1.2% | $7,339+28.5% | $11,426-17.5% |