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 | $79,154 | $127,100-37.7% | $105,738-25.1% | $135,375-41.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -8.41% | 4.49%-12.9pp | 6.27%-14.7pp | 519.73%-528.1pp |
| Employer contribution / active EE | $3,456 | $4,107-15.8% | $3,268+5.7% | $4,779-27.7% |
| Participant deferral / active EE | $7,286 | $5,064+43.9% | $4,080+78.6% | $5,609+29.9% |
| Admin fee / account holder | $7,512 | $9,087-17.3% | $6,913+8.7% | $10,827-30.6% |