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 | $149,011 | $82,286+81.1% | $68,791+116.6% | $134,475+10.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -11.20% | -2.19%-9.0pp | -6.38%-4.8pp | 417.96%-429.2pp |
| Employer contribution / active EE | $2,286 | $3,301-30.7% | $2,655-13.9% | $4,740-51.8% |
| Participant deferral / active EE | $11,493 | $4,739+142.5% | $3,941+191.6% | $6,400+79.6% |
| Admin fee / account holder | $7,881 | $6,481+21.6% | $4,932+59.8% | $11,426-31.0% |