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 | $89,828 | $71,883+25.0% | $86,677+3.6% | $68,494+31.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.16% | 3.52%-19.7pp | 35.91%-52.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,982 | $2,173+37.2% | $2,836+5.1% | $2,596+14.9% |
| Participant deferral / active EE | $3,685 | $3,779-2.5% | $4,656-20.9% | $4,027-8.5% |
| Admin fee / account holder | $11,130 | $6,112+82.1% | $7,493+48.5% | $5,403+106.0% |