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 | $150,785 | $95,862+57.3% | $79,550+89.5% | $134,475+12.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.17% | -2.69%-11.5pp | 0.16%-14.3pp | 417.96%-432.1pp |
| Employer contribution / active EE | $4,171 | $3,128+33.3% | $2,413+72.8% | $4,740-12.0% |
| Participant deferral / active EE | $5,808 | $4,693+23.8% | $3,985+45.7% | $6,400-9.3% |
| Admin fee / account holder | $1,149 | $9,126-87.4% | $6,832-83.2% | $11,426-89.9% |