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 | $63,168 | $71,883-12.1% | $86,677-27.1% | $68,494-7.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -12.86% | 3.52%-16.4pp | 35.91%-48.8pp | -7.84%-5.0pp |
| Employer contribution / active EE | $7,219 | $2,173+232.2% | $2,836+154.5% | $2,596+178.0% |
| Participant deferral / active EE | $5,382 | $3,779+42.4% | $4,656+15.6% | $4,027+33.6% |
| Admin fee / account holder | $2,883 | $6,112-52.8% | $7,493-61.5% | $5,403-46.6% |