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 | $67,344 | $92,222-27.0% | $76,768-12.3% | $135,375-50.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.10% | 5.46%-8.6pp | 2.43%-5.5pp | 519.73%-522.8pp |
| Employer contribution / active EE | $3,301 | $3,216+2.6% | $2,485+32.8% | $4,779-30.9% |
| Participant deferral / active EE | $11,176 | $4,509+147.9% | $3,852+190.2% | $5,609+99.3% |
| Admin fee / account holder | $23,113 | $10,748+115.0% | $6,675+246.3% | $10,827+113.5% |