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 | $73,500 | $105,860-30.6% | $90,749-19.0% | $134,475-45.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -4.90% | -11.01%+6.1pp | -12.16%+7.3pp | 417.96%-422.9pp |
| Employer contribution / active EE | $1,910 | $3,462-44.8% | $2,921-34.6% | $4,740-59.7% |
| Participant deferral / active EE | $2,588 | $5,216-50.4% | $4,564-43.3% | $6,400-59.6% |
| Admin fee / account holder | $2,801 | $13,938-79.9% | $8,445-66.8% | $11,426-75.5% |