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 | $148,896 | $82,286+80.9% | $68,791+116.4% | $134,475+10.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -15.62% | -2.19%-13.4pp | -6.38%-9.2pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,833 | $3,301-44.5% | $2,655-31.0% | $4,740-61.3% |
| Participant deferral / active EE | $9,027 | $4,739+90.5% | $3,941+129.0% | $6,400+41.1% |
| Admin fee / account holder | $1,103 | $6,481-83.0% | $4,932-77.6% | $11,426-90.3% |