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 | $129,886 | $95,193+36.4% | $76,523+69.7% | $135,375-4.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.91% | 4.85%-11.8pp | -0.27%-6.6pp | 519.73%-526.6pp |
| Employer contribution / active EE | $11,708 | $3,302+254.5% | $2,647+342.3% | $4,779+145.0% |
| Participant deferral / active EE | $3,888 | $4,639-16.2% | $3,835+1.4% | $5,609-30.7% |
| Admin fee / account holder | $36,416 | $6,249+482.8% | $4,848+651.1% | $10,827+236.3% |