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 | $91,301 | $95,193-4.1% | $76,523+19.3% | $135,375-32.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.64% | 4.85%-13.5pp | -0.27%-8.4pp | 519.73%-528.4pp |
| Employer contribution / active EE | $13,598 | $3,302+311.7% | $2,647+413.7% | $4,779+184.5% |
| Participant deferral / active EE | $4,625 | $4,639-0.3% | $3,835+20.6% | $5,609-17.5% |
| Admin fee / account holder | $888 | $6,249-85.8% | $4,848-81.7% | $10,827-91.8% |