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 | $69,319 | $92,222-24.8% | $76,768-9.7% | $135,375-48.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.92% | 5.46%-10.4pp | 2.43%-7.3pp | 519.73%-524.7pp |
| Employer contribution / active EE | $2,602 | $3,216-19.1% | $2,485+4.7% | $4,779-45.6% |
| Participant deferral / active EE | $5,832 | $4,509+29.3% | $3,852+51.4% | $5,609+4.0% |
| Admin fee / account holder | $16,901 | $10,748+57.2% | $6,675+153.2% | $10,827+56.1% |