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 | $38,147 | $92,222-58.6% | $76,768-50.3% | $135,375-71.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.81% | 5.46%-13.3pp | 2.43%-10.2pp | 519.73%-527.5pp |
| Employer contribution / active EE | $3,231 | $3,216+0.5% | $2,485+30.0% | $4,779-32.4% |
| Participant deferral / active EE | $4,133 | $4,509-8.3% | $3,852+7.3% | $5,609-26.3% |
| Admin fee / account holder | $2,155 | $10,748-79.9% | $6,675-67.7% | $10,827-80.1% |