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 | $83,237 | $127,386-34.7% | $115,037-27.6% | $125,391-33.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.38% | 31.28%-31.7pp | 26.14%-26.5pp | 282.22%-282.6pp |
| Employer contribution / active EE | $14,254 | $5,166+175.9% | $4,608+209.3% | $4,866+192.9% |
| Participant deferral / active EE | $8,118 | $6,423+26.4% | $6,026+34.7% | $5,352+51.7% |
| Admin fee / account holder | $2,577 | $9,516-72.9% | $8,175-68.5% | $9,540-73.0% |