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 | $81,641 | $77,813+4.9% | $123,544-33.9% | $64,186+27.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.41% | 12.48%-16.9pp | 119.20%-123.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $5,969 | $3,014+98.1% | $4,628+29.0% | $2,381+150.7% |
| Participant deferral / active EE | $5,217 | $5,240-0.4% | $6,426-18.8% | $3,470+50.4% |
| Admin fee / account holder | $8,119 | $5,519+47.1% | $9,284-12.5% | $4,888+66.1% |