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 | $80,503 | $113,935-29.3% | $94,224-14.6% | $125,391-35.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.28% | 5.29%-8.6pp | 10.68%-14.0pp | 282.22%-285.5pp |
| Employer contribution / active EE | $15,011 | $4,727+217.6% | $3,587+318.5% | $4,866+208.5% |
| Participant deferral / active EE | $11,820 | $5,179+128.2% | $4,320+173.6% | $5,352+120.9% |
| Admin fee / account holder | $1,143 | $8,391-86.4% | $6,269-81.8% | $9,540-88.0% |