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 | $61,148 | $92,222-33.7% | $76,768-20.3% | $135,375-54.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.35% | 5.46%-10.8pp | 2.43%-7.8pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,122 | $3,216-65.1% | $2,485-54.8% | $4,779-76.5% |
| Participant deferral / active EE | $1,987 | $4,509-55.9% | $3,852-48.4% | $5,609-64.6% |
| Admin fee / account holder | $9,371 | $10,748-12.8% | $6,675+40.4% | $10,827-13.4% |