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 | $37,825 | $113,935-66.8% | $94,224-59.9% | $125,391-69.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.34% | 5.29%-8.6pp | 10.68%-14.0pp | 282.22%-285.6pp |
| Employer contribution / active EE | $1,745 | $4,727-63.1% | $3,587-51.4% | $4,866-64.1% |
| Participant deferral / active EE | $4,893 | $5,179-5.5% | $4,320+13.3% | $5,352-8.6% |
| Admin fee / account holder | $751 | $8,391-91.1% | $6,269-88.0% | $9,540-92.1% |