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 | $73,423 | $82,286-10.8% | $68,791+6.7% | $134,475-45.4% |
| Participation rate | 90.9% | 75.1%+15.8pp | 69.0%+21.9pp | 81.2%+9.7pp |
| Annual return | -13.79% | -2.19%-11.6pp | -6.38%-7.4pp | 417.96%-431.8pp |
| Employer contribution / active EE | $4,732 | $3,301+43.4% | $2,655+78.2% | $4,740-0.2% |
| Participant deferral / active EE | $1,479 | $4,739-68.8% | $3,941-62.5% | $6,400-76.9% |
| Admin fee / account holder | $17,448 | $6,481+169.2% | $4,932+253.8% | $11,426+52.7% |