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 | $51,505 | $97,044-46.9% | $83,333-38.2% | $135,375-62.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.39% | 12.31%-21.7pp | 10.63%-20.0pp | 519.73%-529.1pp |
| Employer contribution / active EE | $1,950 | $4,143-52.9% | $3,379-42.3% | $4,779-59.2% |
| Participant deferral / active EE | $10,935 | $5,964+83.3% | $5,565+96.5% | $5,609+95.0% |
| Admin fee / account holder | $1,620 | $8,380-80.7% | $7,510-78.4% | $10,827-85.0% |