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 | $110,277 | $99,032+11.4% | $80,019+37.8% | $135,375-18.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -7.40% | 15.39%-22.8pp | 11.22%-18.6pp | 519.73%-527.1pp |
| Employer contribution / active EE | $9,091 | $3,043+198.7% | $2,468+268.4% | $4,779+90.2% |
| Participant deferral / active EE | $8,265 | $4,282+93.0% | $3,686+124.2% | $5,609+47.4% |
| Admin fee / account holder | $3,426 | $10,436-67.2% | $6,521-47.5% | $10,827-68.4% |