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 | $176,020 | $105,860+66.3% | $90,749+94.0% | $134,475+30.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.07% | -11.01%-6.1pp | -12.16%-4.9pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,913 | $3,462-44.8% | $2,921-34.5% | $4,740-59.6% |
| Participant deferral / active EE | $6,375 | $5,216+22.2% | $4,564+39.7% | $6,400-0.4% |
| Admin fee / account holder | $25,275 | $13,938+81.3% | $8,445+199.3% | $11,426+121.2% |