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 | $51,854 | $71,883-27.9% | $86,677-40.2% | $68,494-24.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -11.45% | 3.52%-15.0pp | 35.91%-47.4pp | -7.84%-3.6pp |
| Employer contribution / active EE | $3,581 | $2,173+64.8% | $2,836+26.3% | $2,596+37.9% |
| Participant deferral / active EE | $2,221 | $3,779-41.2% | $4,656-52.3% | $4,027-44.8% |
| Admin fee / account holder | $5,486 | $6,112-10.2% | $7,493-26.8% | $5,403+1.5% |