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 7-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 | $65,958 | $61,660+7.0% | $80,019-17.6% | $64,186+2.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -7.03% | -0.33%-6.7pp | 11.22%-18.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $4,399 | $1,810+143.0% | $2,468+78.3% | $2,381+84.8% |
| Participant deferral / active EE | $2,543 | $2,968-14.3% | $3,686-31.0% | $3,470-26.7% |
| Admin fee / account holder | $442 | $5,417-91.8% | $6,521-93.2% | $4,888-91.0% |