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 | $94,495 | $73,004+29.4% | $90,749+4.1% | $68,494+38.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -14.65% | -13.81%-0.8pp | -12.16%-2.5pp | -7.84%-6.8pp |
| Employer contribution / active EE | $12,122 | $2,193+452.8% | $2,921+315.0% | $2,596+366.9% |
| Participant deferral / active EE | $10,532 | $3,627+190.4% | $4,564+130.8% | $4,027+161.5% |
| Admin fee / account holder | $2,313 | $5,896-60.8% | $8,445-72.6% | $5,403-57.2% |