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 | $102,449 | $59,107+73.3% | $86,436+18.5% | $68,494+49.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.48% | -0.23%-16.2pp | 4394.89%-4411.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $10,900 | $2,519+332.7% | $3,769+189.2% | $2,596+319.8% |
| Participant deferral / active EE | $9,575 | $5,901+62.2% | $6,952+37.7% | $4,027+137.7% |
| Admin fee / account holder | $3,227 | $5,637-42.8% | $6,731-52.1% | $5,403-40.3% |