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 | $138,763 | $92,222+50.5% | $76,768+80.8% | $135,375+2.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.40% | 5.46%-12.9pp | 2.43%-9.8pp | 519.73%-527.1pp |
| Employer contribution / active EE | $2,717 | $3,216-15.5% | $2,485+9.3% | $4,779-43.1% |
| Participant deferral / active EE | $5,927 | $4,509+31.5% | $3,852+53.9% | $5,609+5.7% |
| Admin fee / account holder | $37,357 | $10,748+247.6% | $6,675+459.7% | $10,827+245.0% |