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 | $142,471 | $95,862+48.6% | $79,550+79.1% | $134,475+5.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.94% | -2.69%-13.3pp | 0.16%-16.1pp | 417.96%-433.9pp |
| Employer contribution / active EE | $5,545 | $3,128+77.3% | $2,413+129.8% | $4,740+17.0% |
| Participant deferral / active EE | $7,541 | $4,693+60.7% | $3,985+89.2% | $6,400+17.8% |
| Admin fee / account holder | $1,597 | $9,126-82.5% | $6,832-76.6% | $11,426-86.0% |