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 | $143,406 | $81,900+75.1% | $119,609+19.9% | $68,494+109.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -12.64% | -23.82%+11.2pp | -14.97%+2.3pp | -7.84%-4.8pp |
| Employer contribution / active EE | $4,200 | $2,693+55.9% | $4,232-0.8% | $2,596+61.8% |
| Participant deferral / active EE | $6,666 | $4,148+60.7% | $5,602+19.0% | $4,027+65.5% |
| Admin fee / account holder | $3,350 | $6,582-49.1% | $10,323-67.5% | $5,403-38.0% |