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 | $145,518 | $92,222+57.8% | $76,768+89.6% | $135,375+7.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.65% | 5.46%-13.1pp | 2.43%-10.1pp | 519.73%-527.4pp |
| Employer contribution / active EE | $2,681 | $3,216-16.6% | $2,485+7.9% | $4,779-43.9% |
| Participant deferral / active EE | $5,150 | $4,509+14.2% | $3,852+33.7% | $5,609-8.2% |
| Admin fee / account holder | $5,252 | $10,748-51.1% | $6,675-21.3% | $10,827-51.5% |