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 | $79,239 | $92,222-14.1% | $76,768+3.2% | $135,375-41.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.75% | 5.46%-9.2pp | 2.43%-6.2pp | 519.73%-523.5pp |
| Employer contribution / active EE | $9,523 | $3,216+196.1% | $2,485+283.2% | $4,779+99.3% |
| Participant deferral / active EE | $1,828 | $4,509-59.5% | $3,852-52.5% | $5,609-67.4% |
| Admin fee / account holder | $6,285 | $10,748-41.5% | $6,675-5.8% | $10,827-42.0% |