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 | $76,195 | $91,538-16.8% | $129,995-41.4% | $75,163+1.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 16.44% | -631.11%+647.6pp | -137.18%+153.6pp | 160.62%-144.2pp |
| Employer contribution / active EE | $3,123 | $2,845+9.7% | $4,320-27.7% | $2,670+17.0% |
| Participant deferral / active EE | $7,088 | $4,341+63.3% | $5,820+21.8% | $4,125+71.8% |
| Admin fee / account holder | $1,027 | $6,790-84.9% | $10,614-90.3% | $5,651-81.8% |