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 | $121,793 | $82,286+48.0% | $68,791+77.0% | $134,475-9.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -16.21% | -2.19%-14.0pp | -6.38%-9.8pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,153 | $3,301-34.8% | $2,655-18.9% | $4,740-54.6% |
| Participant deferral / active EE | $6,011 | $4,739+26.8% | $3,941+52.5% | $6,400-6.1% |
| Admin fee / account holder | $9,780 | $6,481+50.9% | $4,932+98.3% | $11,426-14.4% |