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 | $52,420 | $97,044-46.0% | $83,333-37.1% | $135,375-61.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.20% | 12.31%-20.5pp | 10.63%-18.8pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,488 | $4,143-64.1% | $3,379-56.0% | $4,779-68.9% |
| Participant deferral / active EE | $6,083 | $5,964+2.0% | $5,565+9.3% | $5,609+8.4% |
| Admin fee / account holder | $46,603 | $8,380+456.2% | $7,510+520.5% | $10,827+330.4% |