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 | $97,060 | $82,286+18.0% | $68,791+41.1% | $134,475-27.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -19.17% | -2.19%-17.0pp | -6.38%-12.8pp | 417.96%-437.1pp |
| Employer contribution / active EE | $3,068 | $3,301-7.0% | $2,655+15.6% | $4,740-35.3% |
| Participant deferral / active EE | $3,877 | $4,739-18.2% | $3,941-1.6% | $6,400-39.4% |
| Admin fee / account holder | $1,117 | $6,481-82.8% | $4,932-77.4% | $11,426-90.2% |