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 | $150,123 | $97,044+54.7% | $83,333+80.1% | $135,375+10.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.49% | 12.31%-19.8pp | 10.63%-18.1pp | 519.73%-527.2pp |
| Employer contribution / active EE | $685 | $4,143-83.5% | $3,379-79.7% | $4,779-85.7% |
| Participant deferral / active EE | $5,698 | $5,964-4.5% | $5,565+2.4% | $5,609+1.6% |
| Admin fee / account holder | $27,977 | $8,380+233.9% | $7,510+272.5% | $10,827+158.4% |