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 | $165,959 | $105,860+56.8% | $90,749+82.9% | $134,475+23.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -12.01% | -11.01%-1.0pp | -12.16%+0.1pp | 417.96%-430.0pp |
| Employer contribution / active EE | $6,148 | $3,462+77.6% | $2,921+110.5% | $4,740+29.7% |
| Participant deferral / active EE | $3,777 | $5,216-27.6% | $4,564-17.2% | $6,400-41.0% |
| Admin fee / account holder | $2,494 | $13,938-82.1% | $8,445-70.5% | $11,426-78.2% |