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 | $63,062 | $69,518-9.3% | $59,878+5.3% | $135,375-53.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.82% | 7.94%-12.8pp | 3.46%-8.3pp | 519.73%-524.6pp |
| Employer contribution / active EE | $8,519 | $3,235+163.4% | $2,722+213.0% | $4,779+78.3% |
| Participant deferral / active EE | $2,256 | $4,206-46.4% | $3,402-33.7% | $5,609-59.8% |
| Admin fee / account holder | $1,393 | $5,734-75.7% | $3,590-61.2% | $10,827-87.1% |