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 | $58,145 | $85,790-32.2% | $67,313-13.6% | $135,375-57.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.28% | -0.54%-3.7pp | -4.08%-0.2pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,077 | $3,487-69.1% | $2,566-58.0% | $4,779-77.5% |
| Participant deferral / active EE | $6,654 | $4,651+43.1% | $3,568+86.5% | $5,609+18.6% |
| Admin fee / account holder | $455 | $6,392-92.9% | $4,507-89.9% | $10,827-95.8% |