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 | $148,641 | $95,971+54.9% | $74,550+99.4% | $135,375+9.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.09% | 56.96%-64.1pp | 32.53%-39.6pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,354 | $2,716-50.1% | $1,961-30.9% | $4,779-71.7% |
| Participant deferral / active EE | $12,062 | $3,843+213.8% | $3,108+288.1% | $5,609+115.0% |
| Admin fee / account holder | $2,126 | $6,522-67.4% | $5,060-58.0% | $10,827-80.4% |