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 | $137,829 | $82,286+67.5% | $68,791+100.4% | $134,475+2.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -13.68% | -2.19%-11.5pp | -6.38%-7.3pp | 417.96%-431.6pp |
| Employer contribution / active EE | $3,235 | $3,301-2.0% | $2,655+21.8% | $4,740-31.7% |
| Participant deferral / active EE | $8,805 | $4,739+85.8% | $3,941+123.4% | $6,400+37.6% |
| Admin fee / account holder | $35,805 | $6,481+452.5% | $4,932+626.0% | $11,426+213.4% |