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 | $174,732 | $95,862+82.3% | $79,550+119.7% | $134,475+29.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.81% | -2.69%-11.1pp | 0.16%-14.0pp | 417.96%-431.8pp |
| Employer contribution / active EE | $7,462 | $3,128+138.5% | $2,413+209.2% | $4,740+57.4% |
| Participant deferral / active EE | $5,731 | $4,693+22.1% | $3,985+43.8% | $6,400-10.5% |
| Admin fee / account holder | $3,605 | $9,126-60.5% | $6,832-47.2% | $11,426-68.4% |