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 | $146,507 | $110,094+33.1% | $151,611-3.4% | $68,494+113.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.04% | -10.12%-5.9pp | 3.33%-19.4pp | -7.84%-8.2pp |
| Employer contribution / active EE | $13,310 | $4,471+197.7% | $6,166+115.9% | $2,596+412.6% |
| Participant deferral / active EE | $16,000 | $6,527+145.1% | $8,363+91.3% | $4,027+297.3% |
| Admin fee / account holder | $15,441 | $7,719+100.1% | $11,616+32.9% | $5,403+185.8% |