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 | $67,665 | $69,518-2.7% | $59,878+13.0% | $135,375-50.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.87% | 7.94%-14.8pp | 3.46%-10.3pp | 519.73%-526.6pp |
| Employer contribution / active EE | $2,520 | $3,235-22.1% | $2,722-7.4% | $4,779-47.3% |
| Participant deferral / active EE | $5,561 | $4,206+32.2% | $3,402+63.5% | $5,609-0.9% |
| Admin fee / account holder | $592 | $5,734-89.7% | $3,590-83.5% | $10,827-94.5% |