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 | $63,405 | $82,286-22.9% | $68,791-7.8% | $134,475-52.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -12.38% | -2.19%-10.2pp | -6.38%-6.0pp | 417.96%-430.3pp |
| Employer contribution / active EE | $3,697 | $3,301+12.0% | $2,655+39.2% | $4,740-22.0% |
| Participant deferral / active EE | $3,098 | $4,739-34.6% | $3,941-21.4% | $6,400-51.6% |
| Admin fee / account holder | $10,199 | $6,481+57.4% | $4,932+106.8% | $11,426-10.7% |