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 | $53,360 | $71,883-25.8% | $86,677-38.4% | $68,494-22.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -7.98% | 3.52%-11.5pp | 35.91%-43.9pp | -7.84%-0.1pp |
| Employer contribution / active EE | $3,106 | $2,173+42.9% | $2,836+9.5% | $2,596+19.6% |
| Participant deferral / active EE | $2,213 | $3,779-41.4% | $4,656-52.5% | $4,027-45.0% |
| Admin fee / account holder | $4,956 | $6,112-18.9% | $7,493-33.9% | $5,403-8.3% |