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 | $144,050 | $83,427+72.7% | $115,756+24.4% | $68,494+110.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 77.1%+22.9pp | 67.9%+32.1pp |
| Annual return | -16.40% | -10.95%-5.5pp | 143.14%-159.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $4,167 | $3,075+35.5% | $3,793+9.9% | $2,596+60.5% |
| Participant deferral / active EE | $6,494 | $5,355+21.3% | $6,254+3.8% | $4,027+61.2% |
| Admin fee / account holder | $6,184 | $5,708+8.3% | $8,124-23.9% | $5,403+14.5% |