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 | $164,937 | $105,860+55.8% | $90,749+81.8% | $134,475+22.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.25% | -11.01%-6.2pp | -12.16%-5.1pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,658 | $3,462-23.2% | $2,921-9.0% | $4,740-43.9% |
| Participant deferral / active EE | $10,475 | $5,216+100.8% | $4,564+129.5% | $6,400+63.7% |
| Admin fee / account holder | $1,676 | $13,938-88.0% | $8,445-80.1% | $11,426-85.3% |