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 | $103,918 | $113,935-8.8% | $94,224+10.3% | $125,391-17.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.92% | 5.29%-7.2pp | 10.68%-12.6pp | 282.22%-284.1pp |
| Employer contribution / active EE | $3,753 | $4,727-20.6% | $3,587+4.6% | $4,866-22.9% |
| Participant deferral / active EE | $6,952 | $5,179+34.3% | $4,320+60.9% | $5,352+29.9% |
| Admin fee / account holder | $4,040 | $8,391-51.8% | $6,269-35.5% | $9,540-57.6% |