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 | $152,739 | $105,860+44.3% | $90,749+68.3% | $134,475+13.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.64% | -11.01%-3.6pp | -12.16%-2.5pp | 417.96%-432.6pp |
| Employer contribution / active EE | $5,504 | $3,462+59.0% | $2,921+88.4% | $4,740+16.1% |
| Participant deferral / active EE | $4,890 | $5,216-6.2% | $4,564+7.1% | $6,400-23.6% |
| Admin fee / account holder | $6,840 | $13,938-50.9% | $8,445-19.0% | $11,426-40.1% |