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 | $105,358 | $92,222+14.2% | $76,768+37.2% | $135,375-22.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.29% | 5.46%-12.7pp | 2.43%-9.7pp | 519.73%-527.0pp |
| Employer contribution / active EE | $10,436 | $3,216+224.5% | $2,485+319.9% | $4,779+118.4% |
| Participant deferral / active EE | $3,637 | $4,509-19.3% | $3,852-5.6% | $5,609-35.2% |
| Admin fee / account holder | $1,487 | $10,748-86.2% | $6,675-77.7% | $10,827-86.3% |