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 | $97,664 | $99,032-1.4% | $80,019+22.1% | $135,375-27.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.26% | 15.39%-19.6pp | 11.22%-15.5pp | 519.73%-524.0pp |
| Employer contribution / active EE | $510 | $3,043-83.2% | $2,468-79.3% | $4,779-89.3% |
| Participant deferral / active EE | $5,856 | $4,282+36.8% | $3,686+58.9% | $5,609+4.4% |
| Admin fee / account holder | $2,801 | $10,436-73.2% | $6,521-57.0% | $10,827-74.1% |