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 | $106,813 | $71,883+48.6% | $86,677+23.2% | $68,494+55.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -12.77% | 3.52%-16.3pp | 35.91%-48.7pp | -7.84%-4.9pp |
| Employer contribution / active EE | $2,252 | $2,173+3.6% | $2,836-20.6% | $2,596-13.3% |
| Participant deferral / active EE | $5,820 | $3,779+54.0% | $4,656+25.0% | $4,027+44.5% |
| Admin fee / account holder | $26,269 | $6,112+329.8% | $7,493+250.6% | $5,403+386.2% |