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 | $165,542 | $105,860+56.4% | $90,749+82.4% | $134,475+23.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -3.68% | -11.01%+7.3pp | -12.16%+8.5pp | 417.96%-421.6pp |
| Employer contribution / active EE | $10,718 | $3,462+209.6% | $2,921+267.0% | $4,740+126.1% |
| Participant deferral / active EE | $4,857 | $5,216-6.9% | $4,564+6.4% | $6,400-24.1% |
| Admin fee / account holder | $988 | $13,938-92.9% | $8,445-88.3% | $11,426-91.4% |