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 | $78,007 | $211,958-63.2% | $169,463-54.0% | $135,375-42.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.72% | 3.26%-7.0pp | 1.83%-5.6pp | 519.73%-523.5pp |
| Employer contribution / active EE | $2,577 | $5,120-49.7% | $4,159-38.0% | $4,779-46.1% |
| Participant deferral / active EE | $3,368 | $6,075-44.6% | $5,277-36.2% | $5,609-40.0% |
| Admin fee / account holder | $10,673 | $11,471-7.0% | $9,109+17.2% | $10,827-1.4% |