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 | $70,044 | $99,032-29.3% | $80,019-12.5% | $135,375-48.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.56% | 15.39%-20.9pp | 11.22%-16.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $9,622 | $3,043+216.2% | $2,468+289.9% | $4,779+101.3% |
| Participant deferral / active EE | $17,911 | $4,282+318.3% | $3,686+386.0% | $5,609+219.3% |
| Admin fee / account holder | $43,512 | $10,436+316.9% | $6,521+567.3% | $10,827+301.9% |