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 | $99,644 | $85,790+16.1% | $67,313+48.0% | $135,375-26.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.65% | -0.54%-4.1pp | -4.08%-0.6pp | 519.73%-524.4pp |
| Employer contribution / active EE | $2,434 | $3,487-30.2% | $2,566-5.1% | $4,779-49.1% |
| Participant deferral / active EE | $7,897 | $4,651+69.8% | $3,568+121.3% | $5,609+40.8% |
| Admin fee / account holder | $3,774 | $6,392-41.0% | $4,507-16.3% | $10,827-65.1% |