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 | $63,189 | $92,222-31.5% | $76,768-17.7% | $135,375-53.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.26% | 5.46%-11.7pp | 2.43%-8.7pp | 519.73%-526.0pp |
| Employer contribution / active EE | $3,056 | $3,216-5.0% | $2,485+23.0% | $4,779-36.1% |
| Participant deferral / active EE | $5,842 | $4,509+29.6% | $3,852+51.7% | $5,609+4.2% |
| Admin fee / account holder | $813 | $10,748-92.4% | $6,675-87.8% | $10,827-92.5% |