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 5-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 | $71,902 | $64,307+11.8% | $57,343+25.4% | $125,391-42.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -0.50% | 25.12%-25.6pp | 24.39%-24.9pp | 282.22%-282.7pp |
| Employer contribution / active EE | $10,716 | $3,193+235.6% | $2,689+298.6% | $4,866+120.2% |
| Participant deferral / active EE | $3,381 | $3,848-12.1% | $3,162+6.9% | $5,352-36.8% |
| Admin fee / account holder | $459 | $5,242-91.2% | $3,356-86.3% | $9,540-95.2% |