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 | $71,798 | $57,354+25.2% | $83,848-14.4% | $64,186+11.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -3.83% | 11.38%-15.2pp | 850.88%-854.7pp | 7.63%-11.5pp |
| Employer contribution / active EE | $2,866 | $2,545+12.6% | $3,631-21.1% | $2,381+20.4% |
| Participant deferral / active EE | $4,171 | $2,993+39.3% | $4,082+2.2% | $3,470+20.2% |
| Admin fee / account holder | $23,694 | $4,046+485.7% | $5,478+332.5% | $4,888+384.7% |