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 | $175,879 | $82,286+113.7% | $68,791+155.7% | $134,475+30.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -16.40% | -2.19%-14.2pp | -6.38%-10.0pp | 417.96%-434.4pp |
| Employer contribution / active EE | $3,663 | $3,301+11.0% | $2,655+37.9% | $4,740-22.7% |
| Participant deferral / active EE | $4,252 | $4,739-10.3% | $3,941+7.9% | $6,400-33.6% |
| Admin fee / account holder | $48,480 | $6,481+648.1% | $4,932+883.0% | $11,426+324.3% |