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 | $64,493 | $82,286-21.6% | $68,791-6.2% | $134,475-52.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -9.73% | -2.19%-7.5pp | -6.38%-3.3pp | 417.96%-427.7pp |
| Employer contribution / active EE | $1,842 | $3,301-44.2% | $2,655-30.6% | $4,740-61.1% |
| Participant deferral / active EE | $5,720 | $4,739+20.7% | $3,941+45.1% | $6,400-10.6% |
| Admin fee / account holder | $654 | $6,481-89.9% | $4,932-86.7% | $11,426-94.3% |