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 | $150,777 | $211,958-28.9% | $169,463-11.0% | $135,375+11.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.39% | 3.26%-11.7pp | 1.83%-10.2pp | 519.73%-528.1pp |
| Employer contribution / active EE | $3,785 | $5,120-26.1% | $4,159-9.0% | $4,779-20.8% |
| Participant deferral / active EE | $7,791 | $6,075+28.3% | $5,277+47.7% | $5,609+38.9% |
| Admin fee / account holder | $1,647 | $11,471-85.6% | $9,109-81.9% | $10,827-84.8% |