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 | $115,802 | $107,791+7.4% | $90,645+27.8% | $135,375-14.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -5.71% | -0.90%-4.8pp | 1.88%-7.6pp | 519.73%-525.4pp |
| Employer contribution / active EE | $11,528 | $3,018+282.0% | $2,532+355.3% | $4,779+141.2% |
| Participant deferral / active EE | $8,560 | $3,872+121.1% | $3,425+150.0% | $5,609+52.6% |
| Admin fee / account holder | $427 | $5,930-92.8% | $4,994-91.5% | $10,827-96.1% |