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 | $117,925 | $92,222+27.9% | $76,768+53.6% | $135,375-12.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.35% | 5.46%-12.8pp | 2.43%-9.8pp | 519.73%-527.1pp |
| Employer contribution / active EE | $11,109 | $3,216+245.4% | $2,485+347.0% | $4,779+132.5% |
| Participant deferral / active EE | $5,606 | $4,509+24.3% | $3,852+45.6% | $5,6090% |
| Admin fee / account holder | $6,010 | $10,748-44.1% | $6,675-10.0% | $10,827-44.5% |