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 | $184,466 | $92,222+100.0% | $76,768+140.3% | $135,375+36.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.24% | 5.46%-9.7pp | 2.43%-6.7pp | 519.73%-524.0pp |
| Employer contribution / active EE | $2,858 | $3,216-11.1% | $2,485+15.0% | $4,779-40.2% |
| Participant deferral / active EE | $7,699 | $4,509+70.8% | $3,852+99.9% | $5,609+37.3% |
| Admin fee / account holder | $34,949 | $10,748+225.2% | $6,675+423.6% | $10,827+222.8% |