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 | $157,350 | $82,286+91.2% | $68,791+128.7% | $134,475+17.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.01% | -2.19%-15.8pp | -6.38%-11.6pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,249 | $3,301-31.9% | $2,655-15.3% | $4,740-52.6% |
| Participant deferral / active EE | $4,198 | $4,739-11.4% | $3,941+6.5% | $6,400-34.4% |
| Admin fee / account holder | $1,032 | $6,481-84.1% | $4,932-79.1% | $11,426-91.0% |