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 | $100,903 | $82,664+22.1% | $125,339-19.5% | $68,494+47.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.78% | -5.97%-8.8pp | 572.05%-586.8pp | -7.84%-6.9pp |
| Employer contribution / active EE | $2,785 | $3,381-17.6% | $4,814-42.1% | $2,596+7.3% |
| Participant deferral / active EE | $5,394 | $6,110-11.7% | $7,446-27.6% | $4,027+33.9% |
| Admin fee / account holder | $874 | $6,275-86.1% | $10,010-91.3% | $5,403-83.8% |