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 | $84,766 | $57,354+47.8% | $83,848+1.1% | $64,186+32.1% |
| Participation rate | 97.4% | 68.6%+28.8pp | 76.1%+21.2pp | 69.6%+27.8pp |
| Annual return | -6.77% | 11.38%-18.2pp | 850.88%-857.6pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,632 | $2,545+3.4% | $3,631-27.5% | $2,381+10.5% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,270 | $4,046-68.6% | $5,478-76.8% | $4,888-74.0% |