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 | $37,124 | $71,883-48.4% | $86,677-57.2% | $68,494-45.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.63% | 3.52%-20.2pp | 35.91%-52.5pp | -7.84%-8.8pp |
| Employer contribution / active EE | $7,310 | $2,173+236.4% | $2,836+157.7% | $2,596+181.6% |
| Participant deferral / active EE | $5,894 | $3,779+56.0% | $4,656+26.6% | $4,027+46.3% |
| Admin fee / account holder | $839 | $6,112-86.3% | $7,493-88.8% | $5,403-84.5% |