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 9-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 | $76,032 | $92,222-17.6% | $76,768-1.0% | $135,375-43.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.78% | 5.46%-11.2pp | 2.43%-8.2pp | 519.73%-525.5pp |
| Employer contribution / active EE | $3,555 | $3,216+10.5% | $2,485+43.0% | $4,779-25.6% |
| Participant deferral / active EE | $10,061 | $4,509+123.2% | $3,852+161.2% | $5,609+79.4% |
| Admin fee / account holder | $14,338 | $10,748+33.4% | $6,675+114.8% | $10,827+32.4% |