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 | $54,118 | $92,222-41.3% | $76,768-29.5% | $135,375-60.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.46% | 5.46%-12.9pp | 2.43%-9.9pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,928 | $3,216-9.0% | $2,485+17.8% | $4,779-38.7% |
| Participant deferral / active EE | $4,323 | $4,509-4.1% | $3,852+12.2% | $5,609-22.9% |
| Admin fee / account holder | $610 | $10,748-94.3% | $6,675-90.9% | $10,827-94.4% |