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 | $174,101 | $85,790+102.9% | $67,313+158.6% | $135,375+28.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.42% | -0.54%-5.9pp | -4.08%-2.3pp | 519.73%-526.2pp |
| Employer contribution / active EE | $7,026 | $3,487+101.5% | $2,566+173.9% | $4,779+47.0% |
| Participant deferral / active EE | $3,746 | $4,651-19.5% | $3,568+5.0% | $5,609-33.2% |
| Admin fee / account holder | $24,820 | $6,392+288.3% | $4,507+450.7% | $10,827+129.2% |