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 | $77,864 | $77,813+0.1% | $123,544-37.0% | $64,186+21.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.88% | 12.48%-17.4pp | 119.20%-124.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $5,768 | $3,014+91.4% | $4,628+24.6% | $2,381+142.2% |
| Participant deferral / active EE | $4,613 | $5,240-12.0% | $6,426-28.2% | $3,470+33.0% |
| Admin fee / account holder | $1,702 | $5,519-69.2% | $9,284-81.7% | $4,888-65.2% |