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 | $91,201 | $95,193-4.2% | $76,523+19.2% | $135,375-32.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.12% | 4.85%-11.0pp | -0.27%-5.9pp | 519.73%-525.9pp |
| Employer contribution / active EE | $7,429 | $3,302+124.9% | $2,647+180.6% | $4,779+55.5% |
| Participant deferral / active EE | $875 | $4,639-81.1% | $3,835-77.2% | $5,609-84.4% |
| Admin fee / account holder | $3,354 | $6,249-46.3% | $4,848-30.8% | $10,827-69.0% |