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 | $93,899 | $95,193-1.4% | $76,523+22.7% | $135,375-30.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -2.55% | 4.85%-7.4pp | -0.27%-2.3pp | 519.73%-522.3pp |
| Employer contribution / active EE | $9,239 | $3,302+179.8% | $2,647+249.0% | $4,779+93.3% |
| Participant deferral / active EE | $4,692 | $4,639+1.1% | $3,835+22.3% | $5,609-16.4% |
| Admin fee / account holder | $78,374 | $6,249+1154.3% | $4,848+1516.6% | $10,827+623.9% |