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 | $78,050 | $91,911-15.1% | $68,793+13.5% | $135,375-42.3% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -6.62% | -8.22%+1.6pp | -4.63%-2.0pp | 519.73%-526.4pp |
| Employer contribution / active EE | $4,438 | $3,924+13.1% | $2,625+69.1% | $4,779-7.1% |
| Participant deferral / active EE | $8,480 | $4,315+96.5% | $3,311+156.1% | $5,609+51.2% |
| Admin fee / account holder | $2,471 | $9,240-73.3% | $5,131-51.8% | $10,827-77.2% |