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 | $62,346 | $113,935-45.3% | $94,224-33.8% | $125,391-50.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.77% | 5.29%-8.1pp | 10.68%-13.5pp | 282.22%-285.0pp |
| Employer contribution / active EE | $9,365 | $4,727+98.1% | $3,587+161.1% | $4,866+92.5% |
| Participant deferral / active EE | $6,191 | $5,179+19.5% | $4,320+43.3% | $5,352+15.7% |
| Admin fee / account holder | $760 | $8,391-90.9% | $6,269-87.9% | $9,540-92.0% |