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 | $104,096 | $97,044+7.3% | $83,333+24.9% | $135,375-23.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.80% | 12.31%-16.1pp | 10.63%-14.4pp | 519.73%-523.5pp |
| Employer contribution / active EE | $5,747 | $4,143+38.7% | $3,379+70.1% | $4,779+20.3% |
| Participant deferral / active EE | $8,191 | $5,964+37.3% | $5,565+47.2% | $5,609+46.0% |
| Admin fee / account holder | $417 | $8,380-95.0% | $7,510-94.5% | $10,827-96.2% |