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 | $70,065 | $95,193-26.4% | $76,523-8.4% | $135,375-48.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -3.40% | 4.85%-8.3pp | -0.27%-3.1pp | 519.73%-523.1pp |
| Employer contribution / active EE | $3,304 | $3,302+0.1% | $2,647+24.8% | $4,779-30.9% |
| Participant deferral / active EE | $13,081 | $4,639+182.0% | $3,835+241.1% | $5,609+133.2% |
| Admin fee / account holder | $511 | $6,249-91.8% | $4,848-89.5% | $10,827-95.3% |