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 | $155,703 | $158,817-2.0% | $121,196+28.5% | $135,375+15.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -8.16% | -0.64%-7.5pp | 16.93%-25.1pp | 519.73%-527.9pp |
| Employer contribution / active EE | $3,038 | $5,665-46.4% | $4,022-24.5% | $4,779-36.4% |
| Participant deferral / active EE | $20,915 | $4,005+422.2% | $3,344+525.3% | $5,609+272.9% |
| Admin fee / account holder | $5,960 | $6,512-8.5% | $5,019+18.8% | $10,827-44.9% |