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 | $71,191 | $92,222-22.8% | $76,768-7.3% | $135,375-47.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -0.15% | 5.46%-5.6pp | 2.43%-2.6pp | 519.73%-519.9pp |
| Employer contribution / active EE | $12,026 | $3,216+273.9% | $2,485+383.9% | $4,779+151.6% |
| Participant deferral / active EE | $5,079 | $4,509+12.6% | $3,852+31.9% | $5,609-9.5% |
| Admin fee / account holder | $53,635 | $10,748+399.0% | $6,675+703.5% | $10,827+395.4% |