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 | $143,028 | $85,790+66.7% | $67,313+112.5% | $135,375+5.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.63% | -0.54%-4.1pp | -4.08%-0.5pp | 519.73%-524.4pp |
| Employer contribution / active EE | $8,718 | $3,487+150.0% | $2,566+239.8% | $4,779+82.4% |
| Participant deferral / active EE | $2,025 | $4,651-56.5% | $3,568-43.2% | $5,609-63.9% |
| Admin fee / account holder | $7,154 | $6,392+11.9% | $4,507+58.7% | $10,827-33.9% |