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 | $66,678 | $92,222-27.7% | $76,768-13.1% | $135,375-50.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.48% | 5.46%-10.9pp | 2.43%-7.9pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,719 | $3,216-46.6% | $2,485-30.8% | $4,779-64.0% |
| Participant deferral / active EE | $5,258 | $4,509+16.6% | $3,852+36.5% | $5,609-6.3% |
| Admin fee / account holder | $15,253 | $10,748+41.9% | $6,675+128.5% | $10,827+40.9% |