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 | $89,295 | $72,404+23.3% | $110,238-19.0% | $64,186+39.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -4.66% | -6.29%+1.6pp | 314.74%-319.4pp | 7.63%-12.3pp |
| Employer contribution / active EE | $3,169 | $2,282+38.9% | $3,826-17.2% | $2,381+33.1% |
| Participant deferral / active EE | $2,729 | $3,469-21.3% | $4,672-41.6% | $3,470-21.3% |
| Admin fee / account holder | $2,548 | $5,664-55.0% | $8,547-70.2% | $4,888-47.9% |