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 | $186,911 | $64,707+188.9% | $112,228+66.5% | $68,494+172.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -12.20% | -11.40%-0.8pp | 27.45%-39.7pp | -7.84%-4.4pp |
| Employer contribution / active EE | $7,887 | $2,746+187.2% | $3,635+117.0% | $2,596+203.8% |
| Participant deferral / active EE | $12,455 | $3,565+249.4% | $4,728+163.4% | $4,027+209.3% |
| Admin fee / account holder | $1,204 | $5,232-77.0% | $6,410-81.2% | $5,403-77.7% |