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 | $154,302 | $95,862+61.0% | $79,550+94.0% | $134,475+14.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.36% | -2.69%-16.7pp | 0.16%-19.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $3,317 | $3,128+6.0% | $2,413+37.4% | $4,740-30.0% |
| Participant deferral / active EE | $3,651 | $4,693-22.2% | $3,985-8.4% | $6,400-42.9% |
| Admin fee / account holder | $5,866 | $9,126-35.7% | $6,832-14.1% | $11,426-48.7% |