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 | $87,512 | $95,193-8.1% | $76,523+14.4% | $135,375-35.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -3.64% | 4.85%-8.5pp | -0.27%-3.4pp | 519.73%-523.4pp |
| Employer contribution / active EE | $3,133 | $3,302-5.1% | $2,647+18.3% | $4,779-34.4% |
| Participant deferral / active EE | $3,062 | $4,639-34.0% | $3,835-20.2% | $5,609-45.4% |
| Admin fee / account holder | $6,988 | $6,249+11.8% | $4,848+44.1% | $10,827-35.5% |