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 | $64,568 | $77,813-17.0% | $123,544-47.7% | $64,186+0.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.58% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $5,881 | $3,014+95.1% | $4,628+27.1% | $2,381+147.0% |
| Participant deferral / active EE | $4,995 | $5,240-4.7% | $6,426-22.3% | $3,470+44.0% |
| Admin fee / account holder | $902 | $5,519-83.7% | $9,284-90.3% | $4,888-81.5% |