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 | $129,449 | $82,286+57.3% | $68,791+88.2% | $134,475-3.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -15.10% | -2.19%-12.9pp | -6.38%-8.7pp | 417.96%-433.1pp |
| Employer contribution / active EE | $7,530 | $3,301+128.1% | $2,655+183.6% | $4,740+58.9% |
| Participant deferral / active EE | $8,667 | $4,739+82.9% | $3,941+119.9% | $6,400+35.4% |
| Admin fee / account holder | $3,785 | $6,481-41.6% | $4,932-23.3% | $11,426-66.9% |