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 | $99,224 | $99,032+0.2% | $80,019+24.0% | $135,375-26.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.99% | 15.39%-21.4pp | 11.22%-17.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $5,811 | $3,043+90.9% | $2,468+135.5% | $4,779+21.6% |
| Participant deferral / active EE | $8,241 | $4,282+92.4% | $3,686+123.6% | $5,609+46.9% |
| Admin fee / account holder | $1,066 | $10,436-89.8% | $6,521-83.7% | $10,827-90.2% |