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 | $117,336 | $71,883+63.2% | $86,677+35.4% | $68,494+71.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -18.23% | 3.52%-21.8pp | 35.91%-54.1pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,001 | $2,173-7.9% | $2,836-29.5% | $2,596-22.9% |
| Participant deferral / active EE | $3,709 | $3,779-1.8% | $4,656-20.3% | $4,027-7.9% |
| Admin fee / account holder | $18,289 | $6,112+199.2% | $7,493+144.1% | $5,403+238.5% |