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 | $159,742 | $82,286+94.1% | $68,791+132.2% | $134,475+18.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -14.97% | -2.19%-12.8pp | -6.38%-8.6pp | 417.96%-432.9pp |
| Employer contribution / active EE | $3,185 | $3,301-3.5% | $2,655+20.0% | $4,740-32.8% |
| Participant deferral / active EE | $14,743 | $4,739+211.1% | $3,941+274.1% | $6,400+130.4% |
| Admin fee / account holder | $7,750 | $6,481+19.6% | $4,932+57.1% | $11,426-32.2% |