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 | $91,656 | $82,286+11.4% | $68,791+33.2% | $134,475-31.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -12.63% | -2.19%-10.4pp | -6.38%-6.3pp | 417.96%-430.6pp |
| Employer contribution / active EE | $7,267 | $3,301+120.2% | $2,655+173.7% | $4,740+53.3% |
| Participant deferral / active EE | $9,741 | $4,739+105.6% | $3,941+147.2% | $6,400+52.2% |
| Admin fee / account holder | $1,337 | $6,481-79.4% | $4,932-72.9% | $11,426-88.3% |