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 8-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 | $112,205 | $81,900+37.0% | $119,609-6.2% | $68,494+63.8% |
| Participation rate | 81.1% | 71.9%+9.2pp | 79.3%+1.9pp | 67.9%+13.2pp |
| Annual return | 1.81% | -23.82%+25.6pp | -14.97%+16.8pp | -7.84%+9.7pp |
| Employer contribution / active EE | $10,347 | $2,693+284.2% | $4,232+144.5% | $2,596+298.5% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $7,349 | $6,582+11.7% | $10,323-28.8% | $5,403+36.0% |