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 | $75,884 | $95,193-20.3% | $76,523-0.8% | $135,375-43.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -3.58% | 4.85%-8.4pp | -0.27%-3.3pp | 519.73%-523.3pp |
| Employer contribution / active EE | $7,253 | $3,302+119.6% | $2,647+174.0% | $4,779+51.8% |
| Participant deferral / active EE | $13,400 | $4,639+188.8% | $3,835+249.4% | $5,609+138.9% |
| Admin fee / account holder | $19,730 | $6,249+215.8% | $4,848+307.0% | $10,827+82.2% |