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 | $83,185 | $71,883+15.7% | $86,677-4.0% | $68,494+21.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -17.59% | 3.52%-21.1pp | 35.91%-53.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $8,594 | $2,173+295.5% | $2,836+203.0% | $2,596+231.0% |
| Participant deferral / active EE | $3,506 | $3,779-7.2% | $4,656-24.7% | $4,027-12.9% |
| Admin fee / account holder | $4,558 | $6,112-25.4% | $7,493-39.2% | $5,403-15.6% |