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 | $50,652 | $107,791-53.0% | $90,645-44.1% | $135,375-62.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -5.71% | -0.90%-4.8pp | 1.88%-7.6pp | 519.73%-525.4pp |
| Employer contribution / active EE | $3,051 | $3,018+1.1% | $2,532+20.5% | $4,779-36.2% |
| Participant deferral / active EE | $7,893 | $3,872+103.8% | $3,425+130.5% | $5,609+40.7% |
| Admin fee / account holder | $16,458 | $5,930+177.6% | $4,994+229.6% | $10,827+52.0% |