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 | $165,517 | $211,958-21.9% | $169,463-2.3% | $135,375+22.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.95% | 3.26%-10.2pp | 1.83%-8.8pp | 519.73%-526.7pp |
| Employer contribution / active EE | $7,517 | $5,120+46.8% | $4,159+80.7% | $4,779+57.3% |
| Participant deferral / active EE | $5,255 | $6,075-13.5% | $5,277-0.4% | $5,609-6.3% |
| Admin fee / account holder | $6,986 | $11,471-39.1% | $9,109-23.3% | $10,827-35.5% |