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 | $50,492 | $92,222-45.2% | $76,768-34.2% | $135,375-62.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.84% | 5.46%-9.3pp | 2.43%-6.3pp | 519.73%-523.6pp |
| Employer contribution / active EE | $2,075 | $3,216-35.5% | $2,485-16.5% | $4,779-56.6% |
| Participant deferral / active EE | $3,485 | $4,509-22.7% | $3,852-9.5% | $5,609-37.9% |
| Admin fee / account holder | $771 | $10,748-92.8% | $6,675-88.4% | $10,827-92.9% |