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 | $126,852 | $85,790+47.9% | $67,313+88.5% | $135,375-6.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.91% | -0.54%-3.4pp | -4.08%+0.2pp | 519.73%-523.6pp |
| Employer contribution / active EE | $2,490 | $3,487-28.6% | $2,566-2.9% | $4,779-47.9% |
| Participant deferral / active EE | $5,756 | $4,651+23.8% | $3,568+61.3% | $5,609+2.6% |
| Admin fee / account holder | $1,568 | $6,392-75.5% | $4,507-65.2% | $10,827-85.5% |