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 | $68,598 | $67,411+1.8% | $91,001-24.6% | $70,131-2.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 15.12% | -40.16%+55.3pp | 4.60%+10.5pp | 73.14%-58.0pp |
| Employer contribution / active EE | $5,842 | $1,786+227.1% | $2,456+137.9% | $2,342+149.4% |
| Participant deferral / active EE | $7,455 | $2,823+164.1% | $3,547+110.1% | $3,332+123.8% |
| Admin fee / account holder | $43,240 | $4,236+920.7% | $5,417+698.2% | $4,645+830.8% |