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 | $25,714 | $92,222-72.1% | $76,768-66.5% | $135,375-81.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.74% | 5.46%-11.2pp | 2.43%-8.2pp | 519.73%-525.5pp |
| Employer contribution / active EE | $3,050 | $3,216-5.2% | $2,485+22.7% | $4,779-36.2% |
| Participant deferral / active EE | $1,966 | $4,509-56.4% | $3,852-49.0% | $5,609-65.0% |
| Admin fee / account holder | $594 | $10,748-94.5% | $6,675-91.1% | $10,827-94.5% |