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 | $94,737 | $71,883+31.8% | $86,677+9.3% | $68,494+38.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -7.10% | 3.52%-10.6pp | 35.91%-43.0pp | -7.84%+0.7pp |
| Employer contribution / active EE | $11,863 | $2,173+446.0% | $2,836+318.3% | $2,596+356.9% |
| Participant deferral / active EE | $8,293 | $3,779+119.5% | $4,656+78.1% | $4,027+105.9% |
| Admin fee / account holder | $1,477 | $6,112-75.8% | $7,493-80.3% | $5,403-72.7% |