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 | $110,514 | $71,883+53.7% | $86,677+27.5% | $68,494+61.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.88% | 3.52%-20.4pp | 35.91%-52.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $7,146 | $2,173+228.9% | $2,836+151.9% | $2,596+175.2% |
| Participant deferral / active EE | $7,048 | $3,779+86.5% | $4,656+51.4% | $4,027+75.0% |
| Admin fee / account holder | $76,077 | $6,112+1144.8% | $7,493+915.3% | $5,403+1308.1% |