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 | $57,739 | $69,518-16.9% | $59,878-3.6% | $135,375-57.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -8.18% | 7.94%-16.1pp | 3.46%-11.6pp | 519.73%-527.9pp |
| Employer contribution / active EE | $9,042 | $3,235+179.5% | $2,722+232.2% | $4,779+89.2% |
| Participant deferral / active EE | $1,412 | $4,206-66.4% | $3,402-58.5% | $5,609-74.8% |
| Admin fee / account holder | $934 | $5,734-83.7% | $3,590-74.0% | $10,827-91.4% |