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 | $146,670 | $54,229+170.5% | $70,092+109.3% | $68,494+114.1% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -15.38% | -13.87%-1.5pp | 190.73%-206.1pp | -7.84%-7.5pp |
| Employer contribution / active EE | $3,383 | $2,018+67.7% | $2,559+32.2% | $2,596+30.3% |
| Participant deferral / active EE | $4,982 | $2,956+68.6% | $3,849+29.5% | $4,027+23.7% |
| Admin fee / account holder | $4,252 | $4,694-9.4% | $6,267-32.1% | $5,403-21.3% |