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 | $192,515 | $127,386+51.1% | $115,037+67.4% | $125,391+53.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.12% | 31.28%-31.4pp | 26.14%-26.3pp | 282.22%-282.3pp |
| Employer contribution / active EE | $6,875 | $5,166+33.1% | $4,608+49.2% | $4,866+41.3% |
| Participant deferral / active EE | $12,504 | $6,423+94.7% | $6,026+107.5% | $5,352+133.6% |
| Admin fee / account holder | $2,412 | $9,516-74.7% | $8,175-70.5% | $9,540-74.7% |