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 | $67,170 | $82,286-18.4% | $68,791-2.4% | $134,475-50.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -15.56% | -2.19%-13.4pp | -6.38%-9.2pp | 417.96%-433.5pp |
| Employer contribution / active EE | $3,938 | $3,301+19.3% | $2,655+48.3% | $4,740-16.9% |
| Participant deferral / active EE | $2,813 | $4,739-40.6% | $3,941-28.6% | $6,400-56.0% |
| Admin fee / account holder | $18,470 | $6,481+185.0% | $4,932+274.5% | $11,426+61.6% |