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 | $43,235 | $107,791-59.9% | $90,645-52.3% | $135,375-68.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -4.71% | -0.90%-3.8pp | 1.88%-6.6pp | 519.73%-524.4pp |
| Employer contribution / active EE | $3,539 | $3,018+17.3% | $2,532+39.8% | $4,779-26.0% |
| Participant deferral / active EE | $6,281 | $3,872+62.2% | $3,425+83.4% | $5,609+12.0% |
| Admin fee / account holder | $12,178 | $5,930+105.4% | $4,994+143.9% | $10,827+12.5% |