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 | $58,673 | $95,193-38.4% | $76,523-23.3% | $135,375-56.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.08% | 4.85%-12.9pp | -0.27%-7.8pp | 519.73%-527.8pp |
| Employer contribution / active EE | $10,251 | $3,302+210.4% | $2,647+287.2% | $4,779+114.5% |
| Participant deferral / active EE | $8,735 | $4,639+88.3% | $3,835+127.7% | $5,609+55.7% |
| Admin fee / account holder | $5,062 | $6,249-19.0% | $4,848+4.4% | $10,827-53.2% |