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 | $143,283 | $71,883+99.3% | $86,677+65.3% | $68,494+109.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -17.58% | 3.52%-21.1pp | 35.91%-53.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $6,869 | $2,173+216.1% | $2,836+142.2% | $2,596+164.6% |
| Participant deferral / active EE | $6,434 | $3,779+70.3% | $4,656+38.2% | $4,027+59.8% |
| Admin fee / account holder | $14,349 | $6,112+134.8% | $7,493+91.5% | $5,403+165.6% |