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 9-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 | $109,712 | $113,935-3.7% | $94,224+16.4% | $125,391-12.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.51% | 5.29%-6.8pp | 10.68%-12.2pp | 282.22%-283.7pp |
| Employer contribution / active EE | $4,091 | $4,727-13.4% | $3,587+14.1% | $4,866-15.9% |
| Participant deferral / active EE | $8,182 | $5,179+58.0% | $4,320+89.4% | $5,352+52.9% |
| Admin fee / account holder | $6,000 | $8,391-28.5% | $6,269-4.3% | $9,540-37.1% |