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 8-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 | $75,409 | $97,044-22.3% | $83,333-9.5% | $135,375-44.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -2.47% | 12.31%-14.8pp | 10.63%-13.1pp | 519.73%-522.2pp |
| Employer contribution / active EE | $2,705 | $4,143-34.7% | $3,379-19.9% | $4,779-43.4% |
| Participant deferral / active EE | $5,841 | $5,964-2.1% | $5,565+5.0% | $5,609+4.1% |
| Admin fee / account holder | $1,481 | $8,380-82.3% | $7,510-80.3% | $10,827-86.3% |