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 | $155,465 | $105,860+46.9% | $90,749+71.3% | $134,475+15.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -11.16% | -11.01%-0.1pp | -12.16%+1.0pp | 417.96%-429.1pp |
| Employer contribution / active EE | $2,105 | $3,462-39.2% | $2,921-27.9% | $4,740-55.6% |
| Participant deferral / active EE | $8,495 | $5,216+62.9% | $4,564+86.1% | $6,400+32.7% |
| Admin fee / account holder | $144,562 | $13,938+937.2% | $8,445+1611.9% | $11,426+1165.2% |