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 | $132,864 | $85,790+54.9% | $67,313+97.4% | $135,375-1.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.56% | -0.54%-7.0pp | -4.08%-3.5pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,810 | $3,487-48.1% | $2,566-29.4% | $4,779-62.1% |
| Participant deferral / active EE | $6,594 | $4,651+41.8% | $3,568+84.8% | $5,609+17.6% |
| Admin fee / account holder | $1,463 | $6,392-77.1% | $4,507-67.5% | $10,827-86.5% |