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 | $239,688 | $167,484+43.1% | $151,611+58.1% | $134,475+78.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.21% | 7.80%-25.0pp | 3.33%-20.5pp | 417.96%-435.2pp |
| Employer contribution / active EE | $8,961 | $6,829+31.2% | $6,166+45.3% | $4,740+89.1% |
| Participant deferral / active EE | $9,966 | $8,986+10.9% | $8,363+19.2% | $6,400+55.7% |
| Admin fee / account holder | $4,666 | $13,783-66.1% | $11,616-59.8% | $11,426-59.2% |