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 | $122,768 | $97,044+26.5% | $83,333+47.3% | $135,375-9.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.63% | 12.31%-18.9pp | 10.63%-17.3pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,863 | $4,143-55.0% | $3,379-44.9% | $4,779-61.0% |
| Participant deferral / active EE | $6,479 | $5,964+8.6% | $5,565+16.4% | $5,609+15.5% |
| Admin fee / account holder | $2,170 | $8,380-74.1% | $7,510-71.1% | $10,827-80.0% |