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 | $152,980 | $97,044+57.6% | $83,333+83.6% | $135,375+13.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.73% | 12.31%-17.0pp | 10.63%-15.4pp | 519.73%-524.5pp |
| Employer contribution / active EE | $7,179 | $4,143+73.3% | $3,379+112.5% | $4,779+50.2% |
| Participant deferral / active EE | $13,725 | $5,964+130.1% | $5,565+146.6% | $5,609+144.7% |
| Admin fee / account holder | $621 | $8,380-92.6% | $7,510-91.7% | $10,827-94.3% |