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 | $154,605 | $95,862+61.3% | $79,550+94.3% | $134,475+15.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -7.19% | -2.69%-4.5pp | 0.16%-7.4pp | 417.96%-425.2pp |
| Employer contribution / active EE | $13,903 | $3,128+344.5% | $2,413+476.2% | $4,740+193.3% |
| Participant deferral / active EE | $4,140 | $4,693-11.8% | $3,985+3.9% | $6,400-35.3% |
| Admin fee / account holder | $16,887 | $9,126+85.0% | $6,832+147.2% | $11,426+47.8% |