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 | $137,105 | $69,518+97.2% | $59,878+129.0% | $135,375+1.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -7.02% | 7.94%-15.0pp | 3.46%-10.5pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,878 | $3,235-41.9% | $2,722-31.0% | $4,779-60.7% |
| Participant deferral / active EE | $6,438 | $4,206+53.1% | $3,402+89.3% | $5,609+14.8% |
| Admin fee / account holder | $516 | $5,734-91.0% | $3,590-85.6% | $10,827-95.2% |