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 | $176,721 | $113,935+55.1% | $94,224+87.6% | $125,391+40.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.11% | 5.29%-6.4pp | 10.68%-11.8pp | 282.22%-283.3pp |
| Employer contribution / active EE | $9,101 | $4,727+92.5% | $3,587+153.7% | $4,866+87.0% |
| Participant deferral / active EE | $10,685 | $5,179+106.3% | $4,320+147.3% | $5,352+99.7% |
| Admin fee / account holder | $22,366 | $8,391+166.6% | $6,269+256.8% | $9,540+134.4% |