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 5-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 | $160,522 | $175,600-8.6% | $129,110+24.3% | $134,475+19.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -16.74% | -11.39%-5.4pp | -10.94%-5.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $3,872 | $6,355-39.1% | $5,052-23.4% | $4,740-18.3% |
| Participant deferral / active EE | $3,530 | $7,975-55.7% | $6,542-46.0% | $6,400-44.8% |
| Admin fee / account holder | $4,415 | $23,567-81.3% | $14,302-69.1% | $11,426-61.4% |