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 | $87,531 | $95,193-8.0% | $76,523+14.4% | $135,375-35.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.81% | 4.85%-11.7pp | -0.27%-6.5pp | 519.73%-526.5pp |
| Employer contribution / active EE | $6,667 | $3,302+101.9% | $2,647+151.8% | $4,779+39.5% |
| Participant deferral / active EE | $7,412 | $4,639+59.8% | $3,835+93.2% | $5,609+32.1% |
| Admin fee / account holder | $8,685 | $6,249+39.0% | $4,848+79.1% | $10,827-19.8% |