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 | $79,251 | $95,193-16.7% | $76,523+3.6% | $135,375-41.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.39% | 4.85%-12.2pp | -0.27%-7.1pp | 519.73%-527.1pp |
| Employer contribution / active EE | $3,488 | $3,302+5.6% | $2,647+31.8% | $4,779-27.0% |
| Participant deferral / active EE | $5,599 | $4,639+20.7% | $3,835+46.0% | $5,609-0.2% |
| Admin fee / account holder | $4,695 | $6,249-24.9% | $4,848-3.2% | $10,827-56.6% |