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 | $49,438 | $99,032-50.1% | $80,019-38.2% | $135,375-63.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.69% | 15.39%-22.1pp | 11.22%-17.9pp | 519.73%-526.4pp |
| Employer contribution / active EE | $3,014 | $3,043-1.0% | $2,468+22.1% | $4,779-36.9% |
| Participant deferral / active EE | $7,035 | $4,282+64.3% | $3,686+90.9% | $5,609+25.4% |
| Admin fee / account holder | $4,414 | $10,436-57.7% | $6,521-32.3% | $10,827-59.2% |