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 | $100,358 | $158,817-36.8% | $121,196-17.2% | $135,375-25.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -8.50% | -0.64%-7.9pp | 16.93%-25.4pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,595 | $5,665-54.2% | $4,022-35.5% | $4,779-45.7% |
| Participant deferral / active EE | $5,743 | $4,005+43.4% | $3,344+71.7% | $5,609+2.4% |
| Admin fee / account holder | $570 | $6,512-91.2% | $5,019-88.6% | $10,827-94.7% |