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 | $173,352 | $175,600-1.3% | $129,110+34.3% | $134,475+28.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -13.74% | -11.39%-2.4pp | -10.94%-2.8pp | 417.96%-431.7pp |
| Employer contribution / active EE | $4,409 | $6,355-30.6% | $5,052-12.7% | $4,740-7.0% |
| Participant deferral / active EE | $7,842 | $7,975-1.7% | $6,542+19.9% | $6,400+22.5% |
| Admin fee / account holder | $7,437 | $23,567-68.4% | $14,302-48.0% | $11,426-34.9% |