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 | $190,045 | $93,024+104.3% | $77,024+146.7% | $134,475+41.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -11.93% | 62.60%-74.5pp | 42.32%-54.2pp | 417.96%-429.9pp |
| Employer contribution / active EE | $3,833 | $3,418+12.1% | $2,812+36.3% | $4,740-19.1% |
| Participant deferral / active EE | $8,532 | $5,238+62.9% | $4,426+92.8% | $6,400+33.3% |
| Admin fee / account holder | $1,293 | $6,944-81.4% | $5,425-76.2% | $11,426-88.7% |