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 | $102,360 | $71,883+42.4% | $86,677+18.1% | $68,494+49.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -12.19% | 3.52%-15.7pp | 35.91%-48.1pp | -7.84%-4.3pp |
| Employer contribution / active EE | $5,415 | $2,173+149.2% | $2,836+90.9% | $2,596+108.6% |
| Participant deferral / active EE | $3,537 | $3,779-6.4% | $4,656-24.0% | $4,027-12.2% |
| Admin fee / account holder | $2,334 | $6,112-61.8% | $7,493-68.8% | $5,403-56.8% |