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 | $140,825 | $95,862+46.9% | $79,550+77.0% | $134,475+4.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.83% | -2.69%-17.1pp | 0.16%-20.0pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,179 | $3,128-30.4% | $2,413-9.7% | $4,740-54.0% |
| Participant deferral / active EE | $2,757 | $4,693-41.3% | $3,985-30.8% | $6,400-56.9% |
| Admin fee / account holder | $1,693 | $9,126-81.4% | $6,832-75.2% | $11,426-85.2% |