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 | $56,215 | $69,518-19.1% | $59,878-6.1% | $135,375-58.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.70% | 7.94%-14.6pp | 3.46%-10.2pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,480 | $3,235-54.3% | $2,722-45.6% | $4,779-69.0% |
| Participant deferral / active EE | $2,045 | $4,206-51.4% | $3,402-39.9% | $5,609-63.5% |
| Admin fee / account holder | $3,343 | $5,734-41.7% | $3,590-6.9% | $10,827-69.1% |