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 | $155,896 | $71,883+116.9% | $86,677+79.9% | $68,494+127.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -11.42% | 3.52%-14.9pp | 35.91%-47.3pp | -7.84%-3.6pp |
| Employer contribution / active EE | $12,847 | $2,173+491.3% | $2,836+352.9% | $2,596+394.8% |
| Participant deferral / active EE | $7,625 | $3,779+101.8% | $4,656+63.8% | $4,027+89.3% |
| Admin fee / account holder | $88,100 | $6,112+1341.5% | $7,493+1075.7% | $5,403+1530.7% |