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 | $52,728 | $85,790-38.5% | $67,313-21.7% | $135,375-61.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.35% | -0.54%-7.8pp | -4.08%-4.3pp | 519.73%-528.1pp |
| Employer contribution / active EE | $23,370 | $3,487+570.1% | $2,566+810.9% | $4,779+389.0% |
| Participant deferral / active EE | $11,659 | $4,651+150.7% | $3,568+226.7% | $5,609+107.9% |
| Admin fee / account holder | $1,563 | $6,392-75.6% | $4,507-65.3% | $10,827-85.6% |