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 | $84,344 | $95,862-12.0% | $79,550+6.0% | $134,475-37.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -12.29% | -2.69%-9.6pp | 0.16%-12.5pp | 417.96%-430.3pp |
| Employer contribution / active EE | $3,554 | $3,128+13.6% | $2,413+47.3% | $4,740-25.0% |
| Participant deferral / active EE | $2,611 | $4,693-44.4% | $3,985-34.5% | $6,400-59.2% |
| Admin fee / account holder | $6,532 | $9,126-28.4% | $6,832-4.4% | $11,426-42.8% |