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 | $34,218 | $85,790-60.1% | $67,313-49.2% | $135,375-74.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.00% | -0.54%-2.5pp | -4.08%+1.1pp | 519.73%-522.7pp |
| Employer contribution / active EE | $3,680 | $3,487+5.5% | $2,566+43.4% | $4,779-23.0% |
| Participant deferral / active EE | $3,098 | $4,651-33.4% | $3,568-13.2% | $5,609-44.8% |
| Admin fee / account holder | $27,268 | $6,392+326.6% | $4,507+505.1% | $10,827+151.9% |