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 | $96,392 | $97,044-0.7% | $83,333+15.7% | $135,375-28.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.52% | 12.31%-18.8pp | 10.63%-17.2pp | 519.73%-526.3pp |
| Employer contribution / active EE | $4,016 | $4,143-3.1% | $3,379+18.9% | $4,779-16.0% |
| Participant deferral / active EE | $9,828 | $5,964+64.8% | $5,565+76.6% | $5,609+75.2% |
| Admin fee / account holder | $3,699 | $8,380-55.9% | $7,510-50.7% | $10,827-65.8% |