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 | $92,670 | $211,958-56.3% | $169,463-45.3% | $135,375-31.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.19% | 3.26%-6.5pp | 1.83%-5.0pp | 519.73%-522.9pp |
| Employer contribution / active EE | $4,721 | $5,120-7.8% | $4,159+13.5% | $4,779-1.2% |
| Participant deferral / active EE | $14,971 | $6,075+146.4% | $5,277+183.7% | $5,609+166.9% |
| Admin fee / account holder | $3,000 | $11,471-73.8% | $9,109-67.1% | $10,827-72.3% |