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 | $113,634 | $77,813+46.0% | $123,544-8.0% | $64,186+77.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.14% | 12.48%-19.6pp | 119.20%-126.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $11,792 | $3,014+291.2% | $4,628+154.8% | $2,381+395.3% |
| Participant deferral / active EE | $14,439 | $5,240+175.6% | $6,426+124.7% | $3,470+316.2% |
| Admin fee / account holder | $8,416 | $5,519+52.5% | $9,284-9.4% | $4,888+72.2% |