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 | $150,263 | $95,862+56.7% | $79,550+88.9% | $134,475+11.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.62% | -2.69%-11.9pp | 0.16%-14.8pp | 417.96%-432.6pp |
| Employer contribution / active EE | $2,135 | $3,128-31.8% | $2,413-11.5% | $4,740-55.0% |
| Participant deferral / active EE | $7,035 | $4,693+49.9% | $3,985+76.5% | $6,400+9.9% |
| Admin fee / account holder | $2,486 | $9,126-72.8% | $6,832-63.6% | $11,426-78.2% |