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 | $61,105 | $92,222-33.7% | $76,768-20.4% | $135,375-54.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.69% | 5.46%-12.1pp | 2.43%-9.1pp | 519.73%-526.4pp |
| Employer contribution / active EE | $787 | $3,216-75.5% | $2,485-68.3% | $4,779-83.5% |
| Participant deferral / active EE | $1,602 | $4,509-64.5% | $3,852-58.4% | $5,609-71.4% |
| Admin fee / account holder | $9,751 | $10,748-9.3% | $6,675+46.1% | $10,827-9.9% |