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 | $106,260 | $85,790+23.9% | $67,313+57.9% | $135,375-21.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.14% | -0.54%-6.6pp | -4.08%-3.1pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,717 | $3,487-22.1% | $2,566+5.9% | $4,779-43.1% |
| Participant deferral / active EE | $6,951 | $4,651+49.5% | $3,568+94.8% | $5,609+23.9% |
| Admin fee / account holder | $7,095 | $6,392+11.0% | $4,507+57.4% | $10,827-34.5% |