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 | $56,830 | $94,529-39.9% | $140,016-59.4% | $64,186-11.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -6.05% | 7.77%-13.8pp | 651.12%-657.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,801 | $3,812-52.8% | $5,606-67.9% | $2,381-24.4% |
| Participant deferral / active EE | $4,106 | $5,250-21.8% | $6,927-40.7% | $3,470+18.3% |
| Admin fee / account holder | $9,548 | $6,741+41.6% | $10,705-10.8% | $4,888+95.3% |