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 | $101,826 | $91,911+10.8% | $68,793+48.0% | $135,375-24.8% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -0.01% | -8.22%+8.2pp | -4.63%+4.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $4,201 | $3,924+7.1% | $2,625+60.0% | $4,779-12.1% |
| Participant deferral / active EE | $7,328 | $4,315+69.8% | $3,311+121.3% | $5,609+30.6% |
| Admin fee / account holder | $391 | $9,240-95.8% | $5,131-92.4% | $10,827-96.4% |