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 | $89,501 | $129,942-31.1% | $104,294-14.2% | $134,475-33.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -10.11% | 42.03%-52.1pp | 24.61%-34.7pp | 417.96%-428.1pp |
| Employer contribution / active EE | $8,245 | $4,184+97.0% | $3,372+144.5% | $4,740+73.9% |
| Participant deferral / active EE | $5,707 | $5,588+2.1% | $4,625+23.4% | $6,400-10.8% |
| Admin fee / account holder | $9,242 | $9,323-0.9% | $7,339+25.9% | $11,426-19.1% |