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 | $125,499 | $92,222+36.1% | $76,768+63.5% | $135,375-7.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.57% | 5.46%-14.0pp | 2.43%-11.0pp | 519.73%-528.3pp |
| Employer contribution / active EE | $12,866 | $3,216+300.1% | $2,485+417.7% | $4,779+169.2% |
| Participant deferral / active EE | $16,736 | $4,509+271.2% | $3,852+334.5% | $5,609+198.4% |
| Admin fee / account holder | $377 | $10,748-96.5% | $6,675-94.4% | $10,827-96.5% |