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 | $145,847 | $95,193+53.2% | $76,523+90.6% | $135,375+7.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -5.85% | 4.85%-10.7pp | -0.27%-5.6pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,158 | $3,302-34.7% | $2,647-18.5% | $4,779-54.8% |
| Participant deferral / active EE | $6,054 | $4,639+30.5% | $3,835+57.8% | $5,609+7.9% |
| Admin fee / account holder | $7,788 | $6,249+24.6% | $4,848+60.6% | $10,827-28.1% |