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 | $73,819 | $99,032-25.5% | $80,019-7.7% | $135,375-45.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.80% | 15.39%-20.2pp | 11.22%-16.0pp | 519.73%-524.5pp |
| Employer contribution / active EE | $3,201 | $3,043+5.2% | $2,468+29.7% | $4,779-33.0% |
| Participant deferral / active EE | $3,416 | $4,282-20.2% | $3,686-7.3% | $5,609-39.1% |
| Admin fee / account holder | $7,580 | $10,436-27.4% | $6,521+16.2% | $10,827-30.0% |