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 | $45,956 | $85,790-46.4% | $67,313-31.7% | $135,375-66.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.49% | -0.54%-7.0pp | -4.08%-3.4pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,823 | $3,487-19.0% | $2,566+10.0% | $4,779-40.9% |
| Participant deferral / active EE | $5,119 | $4,651+10.1% | $3,568+43.5% | $5,609-8.7% |
| Admin fee / account holder | $4,167 | $6,392-34.8% | $4,507-7.5% | $10,827-61.5% |