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 | $26,920 | $75,935-64.5% | $60,547-55.5% | $125,391-78.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -0.95% | -5.38%+4.4pp | 335.64%-336.6pp | 282.22%-283.2pp |
| Employer contribution / active EE | $3,416 | $3,438-0.6% | $2,419+41.2% | $4,866-29.8% |
| Participant deferral / active EE | $12,269 | $4,506+172.3% | $3,328+268.7% | $5,352+129.3% |
| Admin fee / account holder | $4,947 | $6,768-26.9% | $4,536+9.0% | $9,540-48.2% |