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 | $65,794 | $82,286-20.0% | $68,791-4.4% | $134,475-51.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -11.85% | -2.19%-9.7pp | -6.38%-5.5pp | 417.96%-429.8pp |
| Employer contribution / active EE | $9,297 | $3,301+181.7% | $2,655+250.1% | $4,740+96.2% |
| Participant deferral / active EE | $5,171 | $4,739+9.1% | $3,941+31.2% | $6,400-19.2% |
| Admin fee / account holder | $895 | $6,481-86.2% | $4,932-81.9% | $11,426-92.2% |