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 | $138,199 | $85,790+61.1% | $67,313+105.3% | $135,375+2.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.18% | -0.54%-6.6pp | -4.08%-3.1pp | 519.73%-526.9pp |
| Employer contribution / active EE | $5,731 | $3,487+64.3% | $2,566+123.4% | $4,779+19.9% |
| Participant deferral / active EE | $5,532 | $4,651+19.0% | $3,568+55.0% | $5,609-1.4% |
| Admin fee / account holder | $4,186 | $6,392-34.5% | $4,507-7.1% | $10,827-61.3% |