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 | $77,108 | $97,044-20.5% | $83,333-7.5% | $135,375-43.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.91% | 12.31%-20.2pp | 10.63%-18.5pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,857 | $4,143-55.2% | $3,379-45.0% | $4,779-61.1% |
| Participant deferral / active EE | $2,077 | $5,964-65.2% | $5,565-62.7% | $5,609-63.0% |
| Admin fee / account holder | $3,378 | $8,380-59.7% | $7,510-55.0% | $10,827-68.8% |