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 | $160,474 | $147,167+9.0% | $111,392+44.1% | $135,375+18.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -5.58% | -4.44%-1.1pp | -2.06%-3.5pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,926 | $5,204-63.0% | $4,328-55.5% | $4,779-59.7% |
| Participant deferral / active EE | $5,274 | $6,565-19.7% | $5,567-5.3% | $5,609-6.0% |
| Admin fee / account holder | $4,790 | $20,270-76.4% | $12,266-60.9% | $10,827-55.8% |