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 | $44,607 | $63,953-30.3% | $54,726-18.5% | $135,375-67.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | -8.97% | -5.77%-3.2pp | -4.56%-4.4pp | 519.73%-528.7pp |
| Employer contribution / active EE | $8,660 | $4,256+103.5% | $3,449+151.1% | $4,779+81.2% |
| Participant deferral / active EE | $3,111 | $4,810-35.3% | $3,953-21.3% | $5,609-44.5% |
| Admin fee / account holder | $2,488 | $4,567-45.5% | $3,818-34.8% | $10,827-77.0% |