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 | $63,325 | $82,286-23.0% | $68,791-7.9% | $134,475-52.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -11.54% | -2.19%-9.3pp | -6.38%-5.2pp | 417.96%-429.5pp |
| Employer contribution / active EE | $5,941 | $3,301+80.0% | $2,655+123.8% | $4,740+25.4% |
| Participant deferral / active EE | $3,506 | $4,739-26.0% | $3,941-11.0% | $6,400-45.2% |
| Admin fee / account holder | $650 | $6,481-90.0% | $4,932-86.8% | $11,426-94.3% |