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 | $75,824 | $97,044-21.9% | $83,333-9.0% | $135,375-44.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.89% | 12.31%-18.2pp | 10.63%-16.5pp | 519.73%-525.6pp |
| Employer contribution / active EE | $3,833 | $4,143-7.5% | $3,379+13.5% | $4,779-19.8% |
| Participant deferral / active EE | $9,459 | $5,964+58.6% | $5,565+70.0% | $5,609+68.7% |
| Admin fee / account holder | $2,808 | $8,380-66.5% | $7,510-62.6% | $10,827-74.1% |