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 | $76,245 | $91,911-17.0% | $68,793+10.8% | $135,375-43.7% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -7.76% | -8.22%+0.5pp | -4.63%-3.1pp | 519.73%-527.5pp |
| Employer contribution / active EE | $5,298 | $3,924+35.0% | $2,625+101.8% | $4,779+10.9% |
| Participant deferral / active EE | $12,462 | $4,315+188.8% | $3,311+276.4% | $5,609+122.2% |
| Admin fee / account holder | $20,729 | $9,240+124.3% | $5,131+304.0% | $10,827+91.5% |