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 | $177,813 | $105,860+68.0% | $90,749+95.9% | $134,475+32.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.03% | -11.01%-4.0pp | -12.16%-2.9pp | 417.96%-433.0pp |
| Employer contribution / active EE | $6,054 | $3,462+74.9% | $2,921+107.3% | $4,740+27.7% |
| Participant deferral / active EE | $7,045 | $5,216+35.1% | $4,564+54.4% | $6,400+10.1% |
| Admin fee / account holder | $6,867 | $13,938-50.7% | $8,445-18.7% | $11,426-39.9% |