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 | $141,002 | $158,817-11.2% | $121,196+16.3% | $135,375+4.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -5.48% | -0.64%-4.8pp | 16.93%-22.4pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,943 | $5,665-48.0% | $4,022-26.8% | $4,779-38.4% |
| Participant deferral / active EE | $5,360 | $4,005+33.8% | $3,344+60.3% | $5,609-4.4% |
| Admin fee / account holder | $651 | $6,512-90.0% | $5,019-87.0% | $10,827-94.0% |