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 | $77,221 | $92,222-16.3% | $76,768+0.6% | $135,375-43.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.76% | 5.46%-13.2pp | 2.43%-10.2pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,822 | $3,216-43.3% | $2,485-26.7% | $4,779-61.9% |
| Participant deferral / active EE | $2,697 | $4,509-40.2% | $3,852-30.0% | $5,609-51.9% |
| Admin fee / account holder | $4,218 | $10,748-60.8% | $6,675-36.8% | $10,827-61.0% |