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 | $237,453 | $211,958+12.0% | $169,463+40.1% | $135,375+75.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.67% | 3.26%-6.9pp | 1.83%-5.5pp | 519.73%-523.4pp |
| Employer contribution / active EE | $4,252 | $5,120-17.0% | $4,159+2.2% | $4,779-11.0% |
| Participant deferral / active EE | $9,083 | $6,075+49.5% | $5,277+72.1% | $5,609+61.9% |
| Admin fee / account holder | $6,438 | $11,471-43.9% | $9,109-29.3% | $10,827-40.5% |