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 | $47,567 | $85,790-44.6% | $67,313-29.3% | $135,375-64.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -2.55% | -0.54%-2.0pp | -4.08%+1.5pp | 519.73%-522.3pp |
| Employer contribution / active EE | $758 | $3,487-78.3% | $2,566-70.5% | $4,779-84.1% |
| Participant deferral / active EE | $3,869 | $4,651-16.8% | $3,568+8.4% | $5,609-31.0% |
| Admin fee / account holder | $6,073 | $6,392-5.0% | $4,507+34.7% | $10,827-43.9% |