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 | $160,592 | $82,286+95.2% | $68,791+133.4% | $134,475+19.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -13.57% | -2.19%-11.4pp | -6.38%-7.2pp | 417.96%-431.5pp |
| Employer contribution / active EE | $4,352 | $3,301+31.8% | $2,655+63.9% | $4,740-8.2% |
| Participant deferral / active EE | $5,405 | $4,739+14.1% | $3,941+37.1% | $6,400-15.5% |
| Admin fee / account holder | $3,026 | $6,481-53.3% | $4,932-38.6% | $11,426-73.5% |