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 | $53,003 | $91,911-42.3% | $68,793-23.0% | $135,375-60.8% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -5.66% | -8.22%+2.6pp | -4.63%-1.0pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,807 | $3,924-28.5% | $2,625+6.9% | $4,779-41.3% |
| Participant deferral / active EE | $5,216 | $4,315+20.9% | $3,311+57.5% | $5,609-7.0% |
| Admin fee / account holder | $6,511 | $9,240-29.5% | $5,131+26.9% | $10,827-39.9% |