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 | $121,813 | $85,790+42.0% | $67,313+81.0% | $135,375-10.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.91% | -0.54%-7.4pp | -4.08%-3.8pp | 519.73%-527.6pp |
| Employer contribution / active EE | $872 | $3,487-75.0% | $2,566-66.0% | $4,779-81.7% |
| Participant deferral / active EE | $1,454 | $4,651-68.7% | $3,568-59.3% | $5,609-74.1% |
| Admin fee / account holder | $368 | $6,392-94.2% | $4,507-91.8% | $10,827-96.6% |