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 8-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 | $50,464 | $86,699-41.8% | $73,307-31.2% | $125,391-59.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -1.65% | 2.78%-4.4pp | 5.67%-7.3pp | 282.22%-283.9pp |
| Employer contribution / active EE | $3,553 | $4,152-14.4% | $3,237+9.7% | $4,866-27.0% |
| Participant deferral / active EE | $7,463 | $5,550+34.5% | $4,991+49.5% | $5,352+39.5% |
| Admin fee / account holder | $9,865 | $7,771+26.9% | $5,637+75.0% | $9,540+3.4% |