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 | $57,216 | $92,222-38.0% | $76,768-25.5% | $135,375-57.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.61% | 5.46%-12.1pp | 2.43%-9.0pp | 519.73%-526.3pp |
| Employer contribution / active EE | $8,104 | $3,216+152.0% | $2,485+226.1% | $4,779+69.6% |
| Participant deferral / active EE | $6,461 | $4,509+43.3% | $3,852+67.8% | $5,609+15.2% |
| Admin fee / account holder | $3,866 | $10,748-64.0% | $6,675-42.1% | $10,827-64.3% |