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 | $246,998 | $95,193+159.5% | $76,523+222.8% | $135,375+82.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -5.59% | 4.85%-10.4pp | -0.27%-5.3pp | 519.73%-525.3pp |
| Employer contribution / active EE | $6,763 | $3,302+104.8% | $2,647+155.5% | $4,779+41.5% |
| Participant deferral / active EE | $17,167 | $4,639+270.0% | $3,835+347.6% | $5,609+206.1% |
| Admin fee / account holder | $1,463 | $6,249-76.6% | $4,848-69.8% | $10,827-86.5% |