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 | $81,991 | $211,958-61.3% | $169,463-51.6% | $135,375-39.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.88% | 3.26%-12.1pp | 1.83%-10.7pp | 519.73%-528.6pp |
| Employer contribution / active EE | $3,331 | $5,120-34.9% | $4,159-19.9% | $4,779-30.3% |
| Participant deferral / active EE | $8,379 | $6,075+37.9% | $5,277+58.8% | $5,609+49.4% |
| Admin fee / account holder | $6,266 | $11,471-45.4% | $9,109-31.2% | $10,827-42.1% |