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 | $74,087 | $99,032-25.2% | $80,019-7.4% | $135,375-45.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -8.63% | 15.39%-24.0pp | 11.22%-19.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $6,993 | $3,043+129.8% | $2,468+183.4% | $4,779+46.3% |
| Participant deferral / active EE | $11,630 | $4,282+171.6% | $3,686+215.5% | $5,609+107.3% |
| Admin fee / account holder | $307 | $10,436-97.1% | $6,521-95.3% | $10,827-97.2% |