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 | $51,950 | $57,354-9.4% | $83,848-38.0% | $64,186-19.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -2.80% | 11.38%-14.2pp | 850.88%-853.7pp | 7.63%-10.4pp |
| Employer contribution / active EE | $2,645 | $2,545+3.9% | $3,631-27.2% | $2,381+11.1% |
| Participant deferral / active EE | $5,389 | $2,993+80.1% | $4,082+32.0% | $3,470+55.3% |
| Admin fee / account holder | $3,678 | $4,046-9.1% | $5,478-32.9% | $4,888-24.8% |