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 | $159,557 | $69,518+129.5% | $59,878+166.5% | $135,375+17.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.91% | 7.94%-14.9pp | 3.46%-10.4pp | 519.73%-526.6pp |
| Employer contribution / active EE | $3,412 | $3,235+5.5% | $2,722+25.4% | $4,779-28.6% |
| Participant deferral / active EE | $16,350 | $4,206+288.8% | $3,402+380.6% | $5,609+191.5% |
| Admin fee / account holder | $3,884 | $5,734-32.3% | $3,590+8.2% | $10,827-64.1% |