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 | $44,678 | $69,518-35.7% | $59,878-25.4% | $135,375-67.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -7.06% | 7.94%-15.0pp | 3.46%-10.5pp | 519.73%-526.8pp |
| Employer contribution / active EE | $13,283 | $3,235+310.6% | $2,722+388.0% | $4,779+178.0% |
| Participant deferral / active EE | $4,603 | $4,206+9.4% | $3,402+35.3% | $5,609-17.9% |
| Admin fee / account holder | $3,683 | $5,734-35.8% | $3,590+2.6% | $10,827-66.0% |