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 | $77,194 | $42,894+80.0% | $60,874+26.8% | $68,494+12.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -13.30% | -13.98%+0.7pp | 16.90%-30.2pp | -7.84%-5.5pp |
| Employer contribution / active EE | $3,547 | $1,978+79.3% | $2,701+31.3% | $2,596+36.6% |
| Participant deferral / active EE | $2,810 | $2,867-2.0% | $3,817-26.4% | $4,027-30.2% |
| Admin fee / account holder | $3,736 | $3,101+20.5% | $3,224+15.9% | $5,403-30.8% |