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 | $103,162 | $72,404+42.5% | $110,238-6.4% | $64,186+60.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -2.97% | -6.29%+3.3pp | 314.74%-317.7pp | 7.63%-10.6pp |
| Employer contribution / active EE | $2,390 | $2,282+4.7% | $3,826-37.5% | $2,381+0.4% |
| Participant deferral / active EE | $5,463 | $3,469+57.5% | $4,672+16.9% | $3,470+57.4% |
| Admin fee / account holder | $439 | $5,664-92.2% | $8,547-94.9% | $4,888-91.0% |