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 | $70,724 | $92,222-23.3% | $76,768-7.9% | $135,375-47.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.67% | 5.46%-11.1pp | 2.43%-8.1pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,591 | $3,216-50.5% | $2,485-36.0% | $4,779-66.7% |
| Participant deferral / active EE | $5,370 | $4,509+19.1% | $3,852+39.4% | $5,609-4.3% |
| Admin fee / account holder | $4,110 | $10,748-61.8% | $6,675-38.4% | $10,827-62.0% |