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 | $74,097 | $77,813-4.8% | $123,544-40.0% | $64,186+15.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.36% | 12.48%-18.8pp | 119.20%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $4,149 | $3,014+37.7% | $4,628-10.3% | $2,381+74.3% |
| Participant deferral / active EE | $7,233 | $5,240+38.0% | $6,426+12.6% | $3,470+108.5% |
| Admin fee / account holder | $1,782 | $5,519-67.7% | $9,284-80.8% | $4,888-63.5% |