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 | $96,941 | $92,222+5.1% | $76,768+26.3% | $135,375-28.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.15% | 5.46%-13.6pp | 2.43%-10.6pp | 519.73%-527.9pp |
| Employer contribution / active EE | $3,633 | $3,216+13.0% | $2,485+46.2% | $4,779-24.0% |
| Participant deferral / active EE | $4,861 | $4,509+7.8% | $3,852+26.2% | $5,609-13.3% |
| Admin fee / account holder | $8,687 | $10,748-19.2% | $6,675+30.1% | $10,827-19.8% |