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 | $128,103 | $53,806+138.1% | $61,491+108.3% | $68,494+87.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -14.87% | -15.68%+0.8pp | -12.98%-1.9pp | -7.84%-7.0pp |
| Employer contribution / active EE | $9,152 | $3,218+184.4% | $4,246+115.6% | $2,596+252.5% |
| Participant deferral / active EE | $10,148 | $3,678+175.9% | $5,188+95.6% | $4,027+152.0% |
| Admin fee / account holder | $12,878 | $5,999+114.7% | $4,312+198.7% | $5,403+138.4% |