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 | $55,551 | $82,286-32.5% | $68,791-19.2% | $134,475-58.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.16% | -2.19%-15.0pp | -6.38%-10.8pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,147 | $3,301-34.9% | $2,655-19.1% | $4,740-54.7% |
| Participant deferral / active EE | $5,934 | $4,739+25.2% | $3,941+50.6% | $6,400-7.3% |
| Admin fee / account holder | $7,722 | $6,481+19.2% | $4,932+56.6% | $11,426-32.4% |