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 | $36,680 | $92,222-60.2% | $76,768-52.2% | $135,375-72.9% |
| Participation rate | 90.0% | 79.8%+10.2pp | 77.0%+13.0pp | 82.6%+7.4pp |
| Annual return | -0.74% | 5.46%-6.2pp | 2.43%-3.2pp | 519.73%-520.5pp |
| Employer contribution / active EE | $4,893 | $3,216+52.1% | $2,485+96.9% | $4,779+2.4% |
| Participant deferral / active EE | $11,116 | $4,509+146.6% | $3,852+188.6% | $5,609+98.2% |
| Admin fee / account holder | $641 | $10,748-94.0% | $6,675-90.4% | $10,827-94.1% |