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 | $133,233 | $95,862+39.0% | $79,550+67.5% | $134,475-0.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -7.68% | -2.69%-5.0pp | 0.16%-7.8pp | 417.96%-425.6pp |
| Employer contribution / active EE | $2,873 | $3,128-8.2% | $2,413+19.1% | $4,740-39.4% |
| Participant deferral / active EE | $7,032 | $4,693+49.8% | $3,985+76.5% | $6,400+9.9% |
| Admin fee / account holder | $479 | $9,126-94.7% | $6,832-93.0% | $11,426-95.8% |