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 | $52,181 | $97,044-46.2% | $83,333-37.4% | $135,375-61.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.59% | 12.31%-20.9pp | 10.63%-19.2pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,867 | $4,143-54.9% | $3,379-44.8% | $4,779-60.9% |
| Participant deferral / active EE | $7,018 | $5,964+17.7% | $5,565+26.1% | $5,609+25.1% |
| Admin fee / account holder | $5,700 | $8,380-32.0% | $7,510-24.1% | $10,827-47.4% |