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 | $80,243 | $92,222-13.0% | $76,768+4.5% | $135,375-40.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.61% | 5.46%-10.1pp | 2.43%-7.0pp | 519.73%-524.3pp |
| Employer contribution / active EE | $11,412 | $3,216+254.9% | $2,485+359.2% | $4,779+138.8% |
| Participant deferral / active EE | $9,290 | $4,509+106.0% | $3,852+141.2% | $5,609+65.6% |
| Admin fee / account holder | $10,206 | $10,748-5.0% | $6,675+52.9% | $10,827-5.7% |