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 | $98,215 | $64,707+51.8% | $112,228-12.5% | $68,494+43.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -16.82% | -11.40%-5.4pp | 27.45%-44.3pp | -7.84%-9.0pp |
| Employer contribution / active EE | $16,896 | $2,746+515.3% | $3,635+364.9% | $2,596+550.8% |
| Participant deferral / active EE | $7,685 | $3,565+115.6% | $4,728+62.5% | $4,027+90.8% |
| Admin fee / account holder | $2,985 | $5,232-42.9% | $6,410-53.4% | $5,403-44.7% |