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 | $79,798 | $167,307-52.3% | $143,757-44.5% | $134,475-40.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.86% | 0.46%-12.3pp | -0.04%-11.8pp | 417.96%-429.8pp |
| Employer contribution / active EE | $9,001 | $5,619+60.2% | $4,951+81.8% | $4,740+89.9% |
| Participant deferral / active EE | $3,485 | $6,446-45.9% | $5,637-38.2% | $6,400-45.5% |
| Admin fee / account holder | $141,496 | $18,088+682.3% | $14,673+864.3% | $11,426+1138.4% |