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 | $54,969 | $69,518-20.9% | $59,878-8.2% | $135,375-59.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -8.42% | 7.94%-16.4pp | 3.46%-11.9pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,097 | $3,235-35.2% | $2,722-22.9% | $4,779-56.1% |
| Participant deferral / active EE | $3,454 | $4,206-17.9% | $3,402+1.5% | $5,609-38.4% |
| Admin fee / account holder | $8,904 | $5,734+55.3% | $3,590+148.0% | $10,827-17.8% |