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 | $74,281 | $71,883+3.3% | $86,677-14.3% | $68,494+8.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.51% | 3.52%-18.0pp | 35.91%-50.4pp | -7.84%-6.7pp |
| Employer contribution / active EE | $3,250 | $2,173+49.6% | $2,836+14.6% | $2,596+25.2% |
| Participant deferral / active EE | $3,459 | $3,779-8.5% | $4,656-25.7% | $4,027-14.1% |
| Admin fee / account holder | $5,528 | $6,112-9.6% | $7,493-26.2% | $5,403+2.3% |