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 | $51,947 | $87,540-40.7% | $75,781-31.5% | $125,391-58.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.52% | 13.48%-14.0pp | 9.68%-10.2pp | 282.22%-282.7pp |
| Employer contribution / active EE | $16,153 | $3,930+311.0% | $3,323+386.1% | $4,866+232.0% |
| Participant deferral / active EE | $11,153 | $4,229+163.7% | $3,651+205.4% | $5,352+108.4% |
| Admin fee / account holder | $2,481 | $6,502-61.8% | $5,299-53.2% | $9,540-74.0% |