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 | $98,962 | $82,286+20.3% | $68,791+43.9% | $134,475-26.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -11.44% | -2.19%-9.3pp | -6.38%-5.1pp | 417.96%-429.4pp |
| Employer contribution / active EE | $2,732 | $3,301-17.2% | $2,655+2.9% | $4,740-42.4% |
| Participant deferral / active EE | $3,415 | $4,739-27.9% | $3,941-13.4% | $6,400-46.6% |
| Admin fee / account holder | $988 | $6,481-84.8% | $4,932-80.0% | $11,426-91.4% |