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 | $43,043 | $92,222-53.3% | $76,768-43.9% | $135,375-68.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.44% | 5.46%-10.9pp | 2.43%-7.9pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,695 | $3,216-47.3% | $2,485-31.8% | $4,779-64.5% |
| Participant deferral / active EE | $2,955 | $4,509-34.5% | $3,852-23.3% | $5,609-47.3% |
| Admin fee / account holder | $10,733 | $10,748-0.1% | $6,675+60.8% | $10,827-0.9% |