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 | $91,922 | $99,032-7.2% | $80,019+14.9% | $135,375-32.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -8.46% | 15.39%-23.8pp | 11.22%-19.7pp | 519.73%-528.2pp |
| Employer contribution / active EE | $12,620 | $3,043+314.7% | $2,468+411.3% | $4,779+164.1% |
| Participant deferral / active EE | $31,172 | $4,282+628.0% | $3,686+745.8% | $5,609+455.8% |
| Admin fee / account holder | $26,456 | $10,436+153.5% | $6,521+305.7% | $10,827+144.4% |