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 | $35,733 | $50,958-29.9% | $74,550-52.1% | $64,186-44.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -7.16% | -1.86%-5.3pp | 32.53%-39.7pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,966 | $1,115+165.9% | $1,961+51.3% | $2,381+24.6% |
| Participant deferral / active EE | $3,437 | $2,301+49.3% | $3,108+10.6% | $3,470-1.0% |
| Admin fee / account holder | $2,374 | $4,223-43.8% | $5,060-53.1% | $4,888-51.4% |