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 | $81,427 | $97,044-16.1% | $83,333-2.3% | $135,375-39.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.55% | 12.31%-19.9pp | 10.63%-18.2pp | 519.73%-527.3pp |
| Employer contribution / active EE | $4,993 | $4,143+20.5% | $3,379+47.8% | $4,779+4.5% |
| Participant deferral / active EE | $7,482 | $5,964+25.4% | $5,565+34.4% | $5,609+33.4% |
| Admin fee / account holder | $26,073 | $8,380+211.2% | $7,510+247.2% | $10,827+140.8% |