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 | $140,136 | $127,386+10.0% | $115,037+21.8% | $125,391+11.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.79% | 31.28%-33.1pp | 26.14%-27.9pp | 282.22%-284.0pp |
| Employer contribution / active EE | $11,966 | $5,166+131.6% | $4,608+159.7% | $4,866+145.9% |
| Participant deferral / active EE | $6,910 | $6,423+7.6% | $6,026+14.7% | $5,352+29.1% |
| Admin fee / account holder | $35,875 | $9,516+277.0% | $8,175+338.8% | $9,540+276.0% |