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 | $98,175 | $95,862+2.4% | $79,550+23.4% | $134,475-27.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -6.38% | -2.69%-3.7pp | 0.16%-6.5pp | 417.96%-424.3pp |
| Employer contribution / active EE | $4,780 | $3,128+52.8% | $2,413+98.1% | $4,740+0.9% |
| Participant deferral / active EE | $8,350 | $4,693+77.9% | $3,985+109.5% | $6,400+30.5% |
| Admin fee / account holder | $913 | $9,126-90.0% | $6,832-86.6% | $11,426-92.0% |