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 | $57,490 | $82,286-30.1% | $68,791-16.4% | $134,475-57.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -12.24% | -2.19%-10.0pp | -6.38%-5.9pp | 417.96%-430.2pp |
| Employer contribution / active EE | $9,713 | $3,301+194.3% | $2,655+265.8% | $4,740+104.9% |
| Participant deferral / active EE | $2,508 | $4,739-47.1% | $3,941-36.4% | $6,400-60.8% |
| Admin fee / account holder | $2,361 | $6,481-63.6% | $4,932-52.1% | $11,426-79.3% |