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 | $133,527 | $95,193+40.3% | $76,523+74.5% | $135,375-1.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.77% | 4.85%-12.6pp | -0.27%-7.5pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,345 | $3,302-59.3% | $2,647-49.2% | $4,779-71.8% |
| Participant deferral / active EE | $3,694 | $4,639-20.4% | $3,835-3.7% | $5,609-34.1% |
| Admin fee / account holder | $5,154 | $6,249-17.5% | $4,848+6.3% | $10,827-52.4% |