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 | $77,753 | $71,883+8.2% | $86,677-10.3% | $68,494+13.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -13.57% | 3.52%-17.1pp | 35.91%-49.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $12,529 | $2,173+476.6% | $2,836+341.7% | $2,596+382.6% |
| Participant deferral / active EE | $3,561 | $3,779-5.8% | $4,656-23.5% | $4,027-11.6% |
| Admin fee / account holder | $26,000 | $6,112+325.4% | $7,493+247.0% | $5,403+381.2% |