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 5-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 | $62,163 | $71,883-13.5% | $86,677-28.3% | $68,494-9.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -13.90% | 3.52%-17.4pp | 35.91%-49.8pp | -7.84%-6.1pp |
| Employer contribution / active EE | $7,473 | $2,173+243.9% | $2,836+163.5% | $2,596+187.8% |
| Participant deferral / active EE | $7,837 | $3,779+107.4% | $4,656+68.3% | $4,027+94.6% |
| Admin fee / account holder | $2,933 | $6,112-52.0% | $7,493-60.9% | $5,403-45.7% |