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 | $60,713 | $211,958-71.4% | $169,463-64.2% | $135,375-55.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.51% | 3.26%-10.8pp | 1.83%-9.3pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,584 | $5,120-49.5% | $4,159-37.9% | $4,779-45.9% |
| Participant deferral / active EE | $7,852 | $6,075+29.3% | $5,277+48.8% | $5,609+40.0% |
| Admin fee / account holder | $7,105 | $11,471-38.1% | $9,109-22.0% | $10,827-34.4% |