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 | $95,936 | $99,032-3.1% | $80,019+19.9% | $135,375-29.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -7.46% | 15.39%-22.8pp | 11.22%-18.7pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,051 | $3,043-65.5% | $2,468-57.4% | $4,779-78.0% |
| Participant deferral / active EE | $6,468 | $4,282+51.1% | $3,686+75.5% | $5,609+15.3% |
| Admin fee / account holder | $487 | $10,436-95.3% | $6,521-92.5% | $10,827-95.5% |