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 | $35,341 | $87,705-59.7% | $63,517-44.4% | $125,391-71.8% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -3.85% | 21.70%-25.5pp | -70.30%+66.4pp | 282.22%-286.1pp |
| Employer contribution / active EE | $3,767 | $3,601+4.6% | $2,322+62.2% | $4,866-22.6% |
| Participant deferral / active EE | $10,101 | $3,939+156.4% | $2,953+242.0% | $5,352+88.8% |
| Admin fee / account holder | $6,677 | $11,948-44.1% | $5,892+13.3% | $9,540-30.0% |