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 | $62,485 | $84,527-26.1% | $67,711-7.7% | $125,391-50.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -0.28% | 2.57%-2.9pp | 25.41%-25.7pp | 282.22%-282.5pp |
| Employer contribution / active EE | $1,909 | $3,292-42.0% | $2,559-25.4% | $4,866-60.8% |
| Participant deferral / active EE | $3,029 | $4,429-31.6% | $3,585-15.5% | $5,352-43.4% |
| Admin fee / account holder | $2,648 | $5,340-50.4% | $4,255-37.8% | $9,540-72.2% |