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 7-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 | $93,075 | $127,100-26.8% | $105,738-12.0% | $135,375-31.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -6.07% | 4.49%-10.6pp | 6.27%-12.3pp | 519.73%-525.8pp |
| Employer contribution / active EE | $3,070 | $4,107-25.2% | $3,268-6.1% | $4,779-35.7% |
| Participant deferral / active EE | $5,440 | $5,064+7.4% | $4,080+33.3% | $5,609-3.0% |
| Admin fee / account holder | $21,839 | $9,087+140.3% | $6,913+215.9% | $10,827+101.7% |