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 | $163,244 | $82,286+98.4% | $68,791+137.3% | $134,475+21.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -16.25% | -2.19%-14.1pp | -6.38%-9.9pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,226 | $3,301-32.6% | $2,655-16.2% | $4,740-53.0% |
| Participant deferral / active EE | $9,966 | $4,739+110.3% | $3,941+152.9% | $6,400+55.7% |
| Admin fee / account holder | $8,282 | $6,481+27.8% | $4,932+67.9% | $11,426-27.5% |