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 | $62,877 | $92,222-31.8% | $76,768-18.1% | $135,375-53.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -0.45% | 5.46%-5.9pp | 2.43%-2.9pp | 519.73%-520.2pp |
| Employer contribution / active EE | $4,403 | $3,216+36.9% | $2,485+77.2% | $4,779-7.9% |
| Participant deferral / active EE | $6,405 | $4,509+42.1% | $3,852+66.3% | $5,609+14.2% |
| Admin fee / account holder | $68,947 | $10,748+541.5% | $6,675+932.9% | $10,827+536.8% |