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 | $73,115 | $92,222-20.7% | $76,768-4.8% | $135,375-46.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.47% | 5.46%-8.9pp | 2.43%-5.9pp | 519.73%-523.2pp |
| Employer contribution / active EE | $1,686 | $3,216-47.6% | $2,485-32.1% | $4,779-64.7% |
| Participant deferral / active EE | $3,434 | $4,509-23.8% | $3,852-10.8% | $5,609-38.8% |
| Admin fee / account holder | $8,815 | $10,748-18.0% | $6,675+32.1% | $10,827-18.6% |