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 | $62,134 | $127,100-51.1% | $105,738-41.2% | $135,375-54.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -6.27% | 4.49%-10.8pp | 6.27%-12.5pp | 519.73%-526.0pp |
| Employer contribution / active EE | $2,510 | $4,107-38.9% | $3,268-23.2% | $4,779-47.5% |
| Participant deferral / active EE | $10,932 | $5,064+115.9% | $4,080+167.9% | $5,609+94.9% |
| Admin fee / account holder | $6,747 | $9,087-25.7% | $6,913-2.4% | $10,827-37.7% |