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 | $132,556 | $95,862+38.3% | $79,550+66.6% | $134,475-1.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.38% | -2.69%-16.7pp | 0.16%-19.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,477 | $3,128-52.8% | $2,413-38.8% | $4,740-68.8% |
| Participant deferral / active EE | $5,082 | $4,693+8.3% | $3,985+27.5% | $6,400-20.6% |
| Admin fee / account holder | $863 | $9,126-90.5% | $6,832-87.4% | $11,426-92.4% |