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 | $45,078 | $95,862-53.0% | $79,550-43.3% | $134,475-66.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -9.64% | -2.69%-7.0pp | 0.16%-9.8pp | 417.96%-427.6pp |
| Employer contribution / active EE | $5,777 | $3,128+84.7% | $2,413+139.4% | $4,740+21.9% |
| Participant deferral / active EE | $11,814 | $4,693+151.7% | $3,985+196.5% | $6,400+84.6% |
| Admin fee / account holder | $18,454 | $9,126+102.2% | $6,832+170.1% | $11,426+61.5% |