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 | $90,194 | $97,044-7.1% | $83,333+8.2% | $135,375-33.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -0.31% | 12.31%-12.6pp | 10.63%-10.9pp | 519.73%-520.0pp |
| Employer contribution / active EE | $5,747 | $4,143+38.7% | $3,379+70.1% | $4,779+20.3% |
| Participant deferral / active EE | $10,873 | $5,964+82.3% | $5,565+95.4% | $5,609+93.9% |
| Admin fee / account holder | $2,614 | $8,380-68.8% | $7,510-65.2% | $10,827-75.9% |