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 | $146,596 | $95,862+52.9% | $79,550+84.3% | $134,475+9.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -6.97% | -2.69%-4.3pp | 0.16%-7.1pp | 417.96%-424.9pp |
| Employer contribution / active EE | $2,818 | $3,128-9.9% | $2,413+16.8% | $4,740-40.5% |
| Participant deferral / active EE | $8,026 | $4,693+71.0% | $3,985+101.4% | $6,400+25.4% |
| Admin fee / account holder | $2,739 | $9,126-70.0% | $6,832-59.9% | $11,426-76.0% |