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 | $108,414 | $85,790+26.4% | $67,313+61.1% | $135,375-19.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.55% | -0.54%-6.0pp | -4.08%-2.5pp | 519.73%-526.3pp |
| Employer contribution / active EE | $7,223 | $3,487+107.1% | $2,566+181.5% | $4,779+51.2% |
| Participant deferral / active EE | $8,045 | $4,651+73.0% | $3,568+125.5% | $5,609+43.4% |
| Admin fee / account holder | $3,252 | $6,392-49.1% | $4,507-27.8% | $10,827-70.0% |