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 | $56,924 | $97,044-41.3% | $83,333-31.7% | $135,375-58.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.51% | 12.31%-15.8pp | 10.63%-14.1pp | 519.73%-523.2pp |
| Employer contribution / active EE | $2,337 | $4,143-43.6% | $3,379-30.8% | $4,779-51.1% |
| Participant deferral / active EE | $3,865 | $5,964-35.2% | $5,565-30.5% | $5,609-31.1% |
| Admin fee / account holder | $36,044 | $8,380+330.1% | $7,510+379.9% | $10,827+232.9% |