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 | $90,815 | $92,222-1.5% | $76,768+18.3% | $135,375-32.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.07% | 5.46%-10.5pp | 2.43%-7.5pp | 519.73%-524.8pp |
| Employer contribution / active EE | $10,016 | $3,216+211.4% | $2,485+303.0% | $4,779+109.6% |
| Participant deferral / active EE | $9,800 | $4,509+117.4% | $3,852+154.4% | $5,609+74.7% |
| Admin fee / account holder | $5,800 | $10,748-46.0% | $6,675-13.1% | $10,827-46.4% |