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 | $167,408 | $105,860+58.1% | $90,749+84.5% | $134,475+24.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.74% | -11.01%-5.7pp | -12.16%-4.6pp | 417.96%-434.7pp |
| Employer contribution / active EE | $10,665 | $3,462+208.0% | $2,921+265.1% | $4,740+125.0% |
| Participant deferral / active EE | $2,970 | $5,216-43.1% | $4,564-34.9% | $6,400-53.6% |
| Admin fee / account holder | $4,058 | $13,938-70.9% | $8,445-51.9% | $11,426-64.5% |