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 | $71,908 | $82,286-12.6% | $68,791+4.5% | $134,475-46.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.91% | -2.19%-16.7pp | -6.38%-12.5pp | 417.96%-436.9pp |
| Employer contribution / active EE | $4,145 | $3,301+25.6% | $2,655+56.1% | $4,740-12.5% |
| Participant deferral / active EE | $8,194 | $4,739+72.9% | $3,941+107.9% | $6,400+28.0% |
| Admin fee / account holder | $3,108 | $6,481-52.0% | $4,932-37.0% | $11,426-72.8% |