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 | $114,304 | $95,971+19.1% | $74,550+53.3% | $135,375-15.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.56% | 56.96%-63.5pp | 32.53%-39.1pp | 519.73%-526.3pp |
| Employer contribution / active EE | $6,712 | $2,716+147.1% | $1,961+242.3% | $4,779+40.5% |
| Participant deferral / active EE | $8,315 | $3,843+116.3% | $3,108+167.5% | $5,609+48.3% |
| Admin fee / account holder | $1,223 | $6,522-81.3% | $5,060-75.8% | $10,827-88.7% |