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 7-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 | $92,419 | $59,805+54.5% | $79,550+16.2% | $68,494+34.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | 10.37% | -12.30%+22.7pp | 0.16%+10.2pp | -7.84%+18.2pp |
| Employer contribution / active EE | $17,558 | $1,505+1066.7% | $2,413+627.6% | $2,596+576.3% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $785 | $4,835-83.8% | $6,832-88.5% | $5,403-85.5% |