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 | $43,589 | $92,222-52.7% | $76,768-43.2% | $135,375-67.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.11% | 5.46%-13.6pp | 2.43%-10.5pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,767 | $3,216-45.1% | $2,485-28.9% | $4,779-63.0% |
| Participant deferral / active EE | $5,007 | $4,509+11.1% | $3,852+30.0% | $5,609-10.7% |
| Admin fee / account holder | $3,462 | $10,748-67.8% | $6,675-48.1% | $10,827-68.0% |