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 | $53,981 | $92,222-41.5% | $76,768-29.7% | $135,375-60.1% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -6.40% | 5.46%-11.9pp | 2.43%-8.8pp | 519.73%-526.1pp |
| Employer contribution / active EE | $9,435 | $3,216+193.4% | $2,485+279.7% | $4,779+97.4% |
| Participant deferral / active EE | $5,667 | $4,509+25.7% | $3,852+47.1% | $5,609+1.0% |
| Admin fee / account holder | $1,602 | $10,748-85.1% | $6,675-76.0% | $10,827-85.2% |