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 | $137,042 | $73,102+87.5% | $123,544+10.9% | $56,287+143.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -6.58% | 3.01%-9.6pp | 119.20%-125.8pp | -9.96%+3.4pp |
| Employer contribution / active EE | $9,018 | $2,977+202.9% | $4,628+94.9% | $2,111+327.2% |
| Participant deferral / active EE | $7,590 | $5,423+40.0% | $6,426+18.1% | $3,350+126.6% |
| Admin fee / account holder | $10,240 | $554+1749.3% | $9,284+10.3% | $521+1865.7% |