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 | $43,942 | $69,518-36.8% | $59,878-26.6% | $135,375-67.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -3.54% | 7.94%-11.5pp | 3.46%-7.0pp | 519.73%-523.3pp |
| Employer contribution / active EE | $10,225 | $3,235+216.1% | $2,722+275.7% | $4,779+114.0% |
| Participant deferral / active EE | $3,699 | $4,206-12.0% | $3,402+8.7% | $5,609-34.0% |
| Admin fee / account holder | $1,111 | $5,734-80.6% | $3,590-69.1% | $10,827-89.7% |