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 | $148,328 | $73,004+103.2% | $90,749+63.4% | $68,494+116.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -8.88% | -13.81%+4.9pp | -12.16%+3.3pp | -7.84%-1.0pp |
| Employer contribution / active EE | $9,781 | $2,193+346.1% | $2,921+234.9% | $2,596+276.7% |
| Participant deferral / active EE | $6,845 | $3,627+88.7% | $4,564+50.0% | $4,027+70.0% |
| Admin fee / account holder | $2,043 | $5,896-65.3% | $8,445-75.8% | $5,403-62.2% |