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 | $105,641 | $53,162+98.7% | $91,220+15.8% | $68,494+54.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -13.72% | -3.14%-10.6pp | 114.01%-127.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $8,016 | $1,709+369.0% | $2,850+181.3% | $2,596+208.8% |
| Participant deferral / active EE | $3,922 | $2,974+31.9% | $4,234-7.4% | $4,027-2.6% |
| Admin fee / account holder | $11,211 | $4,493+149.5% | $5,420+106.9% | $5,403+107.5% |