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 | $159,398 | $85,790+85.8% | $67,313+136.8% | $135,375+17.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.26% | -0.54%-5.7pp | -4.08%-2.2pp | 519.73%-526.0pp |
| Employer contribution / active EE | $2,007 | $3,487-42.5% | $2,566-21.8% | $4,779-58.0% |
| Participant deferral / active EE | $8,081 | $4,651+73.7% | $3,568+126.5% | $5,609+44.1% |
| Admin fee / account holder | $2,695 | $6,392-57.8% | $4,507-40.2% | $10,827-75.1% |