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 | $157,636 | $95,862+64.4% | $79,550+98.2% | $134,475+17.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.71% | -2.69%-16.0pp | 0.16%-18.9pp | 417.96%-436.7pp |
| Employer contribution / active EE | $3,040 | $3,128-2.8% | $2,413+26.0% | $4,740-35.9% |
| Participant deferral / active EE | $7,092 | $4,693+51.1% | $3,985+78.0% | $6,400+10.8% |
| Admin fee / account holder | $990 | $9,126-89.1% | $6,832-85.5% | $11,426-91.3% |