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 | $71,471 | $45,863+55.8% | $77,024-7.2% | $68,494+4.3% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -17.37% | 1.72%-19.1pp | 42.32%-59.7pp | -7.84%-9.5pp |
| Employer contribution / active EE | $5,715 | $1,650+246.5% | $2,812+103.2% | $2,596+120.1% |
| Participant deferral / active EE | $9,958 | $2,962+236.2% | $4,426+125.0% | $4,027+147.3% |
| Admin fee / account holder | $4,171 | $3,041+37.2% | $5,425-23.1% | $5,403-22.8% |