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 | $65,304 | $92,222-29.2% | $76,768-14.9% | $135,375-51.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -1.21% | 5.46%-6.7pp | 2.43%-3.6pp | 519.73%-520.9pp |
| Employer contribution / active EE | $4,999 | $3,216+55.5% | $2,485+101.2% | $4,779+4.6% |
| Participant deferral / active EE | $5,054 | $4,509+12.1% | $3,852+31.2% | $5,609-9.9% |
| Admin fee / account holder | $775 | $10,748-92.8% | $6,675-88.4% | $10,827-92.8% |