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 | $55,530 | $69,518-20.1% | $59,878-7.3% | $135,375-59.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -0.88% | 7.94%-8.8pp | 3.46%-4.3pp | 519.73%-520.6pp |
| Employer contribution / active EE | $2,006 | $3,235-38.0% | $2,722-26.3% | $4,779-58.0% |
| Participant deferral / active EE | $3,397 | $4,206-19.2% | $3,402-0.1% | $5,609-39.4% |
| Admin fee / account holder | $2,384 | $5,734-58.4% | $3,590-33.6% | $10,827-78.0% |