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 7-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 | $147,745 | $105,860+39.6% | $90,749+62.8% | $134,475+9.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.34% | -11.01%-3.3pp | -12.16%-2.2pp | 417.96%-432.3pp |
| Employer contribution / active EE | $4,559 | $3,462+31.7% | $2,921+56.1% | $4,740-3.8% |
| Participant deferral / active EE | $5,954 | $5,216+14.2% | $4,564+30.5% | $6,400-7.0% |
| Admin fee / account holder | $4,101 | $13,938-70.6% | $8,445-51.4% | $11,426-64.1% |