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 | $103,809 | $95,193+9.1% | $76,523+35.7% | $135,375-23.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -3.89% | 4.85%-8.7pp | -0.27%-3.6pp | 519.73%-523.6pp |
| Employer contribution / active EE | $2,835 | $3,302-14.2% | $2,647+7.1% | $4,779-40.7% |
| Participant deferral / active EE | $6,987 | $4,639+50.6% | $3,835+82.2% | $5,609+24.6% |
| Admin fee / account holder | $2,500 | $6,249-60.0% | $4,848-48.4% | $10,827-76.9% |