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 | $137,123 | $82,286+66.6% | $68,791+99.3% | $134,475+2.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -14.29% | -2.19%-12.1pp | -6.38%-7.9pp | 417.96%-432.3pp |
| Employer contribution / active EE | $2,797 | $3,301-15.2% | $2,655+5.4% | $4,740-41.0% |
| Participant deferral / active EE | $7,125 | $4,739+50.4% | $3,941+80.8% | $6,400+11.3% |
| Admin fee / account holder | $663 | $6,481-89.8% | $4,932-86.6% | $11,426-94.2% |