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 | $168,985 | $92,222+83.2% | $76,768+120.1% | $135,375+24.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.24% | 5.46%-13.7pp | 2.43%-10.7pp | 519.73%-528.0pp |
| Employer contribution / active EE | $12,167 | $3,216+278.3% | $2,485+389.6% | $4,779+154.6% |
| Participant deferral / active EE | $18,833 | $4,509+317.7% | $3,852+389.0% | $5,609+235.8% |
| Admin fee / account holder | $1,433 | $10,748-86.7% | $6,675-78.5% | $10,827-86.8% |