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 | $90,682 | $57,354+58.1% | $83,848+8.2% | $64,186+41.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -8.16% | 11.38%-19.5pp | 850.88%-859.0pp | 7.63%-15.8pp |
| Employer contribution / active EE | $10,203 | $2,545+300.8% | $3,631+181.0% | $2,381+328.5% |
| Participant deferral / active EE | $3,412 | $2,993+14.0% | $4,082-16.4% | $3,470-1.7% |
| Admin fee / account holder | $3,228 | $4,046-20.2% | $5,478-41.1% | $4,888-34.0% |