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 | $159,009 | $95,862+65.9% | $79,550+99.9% | $134,475+18.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -10.67% | -2.69%-8.0pp | 0.16%-10.8pp | 417.96%-428.6pp |
| Employer contribution / active EE | $4,186 | $3,128+33.8% | $2,413+73.5% | $4,740-11.7% |
| Participant deferral / active EE | $7,902 | $4,693+68.4% | $3,985+98.3% | $6,400+23.5% |
| Admin fee / account holder | $11,297 | $9,126+23.8% | $6,832+65.3% | $11,426-1.1% |