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 | $158,359 | $87,540+80.9% | $75,781+109.0% | $125,391+26.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.57% | 13.48%-15.1pp | 9.68%-11.2pp | 282.22%-283.8pp |
| Employer contribution / active EE | $5,834 | $3,930+48.4% | $3,323+75.5% | $4,866+19.9% |
| Participant deferral / active EE | $5,774 | $4,229+36.5% | $3,651+58.1% | $5,352+7.9% |
| Admin fee / account holder | $2,082 | $6,502-68.0% | $5,299-60.7% | $9,540-78.2% |