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 | $71,612 | $211,958-66.2% | $169,463-57.7% | $135,375-47.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.39% | 3.26%-10.7pp | 1.83%-9.2pp | 519.73%-527.1pp |
| Employer contribution / active EE | $3,270 | $5,120-36.1% | $4,159-21.4% | $4,779-31.6% |
| Participant deferral / active EE | $6,814 | $6,075+12.2% | $5,277+29.1% | $5,609+21.5% |
| Admin fee / account holder | $5,526 | $11,471-51.8% | $9,109-39.3% | $10,827-49.0% |