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 | $44,210 | $92,222-52.1% | $76,768-42.4% | $135,375-67.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.92% | 5.46%-12.4pp | 2.43%-9.3pp | 519.73%-526.7pp |
| Employer contribution / active EE | $5,269 | $3,216+63.8% | $2,485+112.0% | $4,779+10.3% |
| Participant deferral / active EE | $16,718 | $4,509+270.8% | $3,852+334.1% | $5,609+198.1% |
| Admin fee / account holder | $7,618 | $10,748-29.1% | $6,675+14.1% | $10,827-29.6% |