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 | $100,600 | $82,286+22.3% | $68,791+46.2% | $134,475-25.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.70% | -2.19%-15.5pp | -6.38%-11.3pp | 417.96%-435.7pp |
| Employer contribution / active EE | $3,589 | $3,301+8.7% | $2,655+35.2% | $4,740-24.3% |
| Participant deferral / active EE | $12,124 | $4,739+155.9% | $3,941+207.6% | $6,400+89.4% |
| Admin fee / account holder | $806 | $6,481-87.6% | $4,932-83.7% | $11,426-92.9% |