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 | $75,793 | $85,790-11.7% | $67,313+12.6% | $135,375-44.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.59% | -0.54%-8.1pp | -4.08%-4.5pp | 519.73%-528.3pp |
| Employer contribution / active EE | $4,151 | $3,487+19.0% | $2,566+61.8% | $4,779-13.1% |
| Participant deferral / active EE | $9,750 | $4,651+109.6% | $3,568+173.2% | $5,609+73.8% |
| Admin fee / account holder | $633 | $6,392-90.1% | $4,507-86.0% | $10,827-94.2% |