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 | $30,729 | $92,222-66.7% | $76,768-60.0% | $135,375-77.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.02% | 5.46%-12.5pp | 2.43%-9.5pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,183 | $3,216-32.1% | $2,485-12.2% | $4,779-54.3% |
| Participant deferral / active EE | $6,169 | $4,509+36.8% | $3,852+60.2% | $5,609+10.0% |
| Admin fee / account holder | $859 | $10,748-92.0% | $6,675-87.1% | $10,827-92.1% |