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 | $137,663 | $91,911+49.8% | $68,793+100.1% | $135,375+1.7% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -6.92% | -8.22%+1.3pp | -4.63%-2.3pp | 519.73%-526.7pp |
| Employer contribution / active EE | $6,345 | $3,924+61.7% | $2,625+141.7% | $4,779+32.8% |
| Participant deferral / active EE | $4,727 | $4,315+9.5% | $3,311+42.7% | $5,609-15.7% |
| Admin fee / account holder | $1,171 | $9,240-87.3% | $5,131-77.2% | $10,827-89.2% |