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 | $168,582 | $95,862+75.9% | $79,550+111.9% | $134,475+25.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.91% | -2.69%-14.2pp | 0.16%-17.1pp | 417.96%-434.9pp |
| Employer contribution / active EE | $9,243 | $3,128+195.5% | $2,413+283.0% | $4,740+95.0% |
| Participant deferral / active EE | $5,487 | $4,693+16.9% | $3,985+37.7% | $6,400-14.3% |
| Admin fee / account holder | $1,801 | $9,126-80.3% | $6,832-73.6% | $11,426-84.2% |