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 | $143,066 | $105,860+35.1% | $90,749+57.6% | $134,475+6.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -19.45% | -11.01%-8.4pp | -12.16%-7.3pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,796 | $3,462-48.1% | $2,921-38.5% | $4,740-62.1% |
| Participant deferral / active EE | $5,798 | $5,216+11.2% | $4,564+27.0% | $6,400-9.4% |
| Admin fee / account holder | $1,798 | $13,938-87.1% | $8,445-78.7% | $11,426-84.3% |