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 | $52,467 | $92,222-43.1% | $76,768-31.7% | $135,375-61.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.32% | 5.46%-11.8pp | 2.43%-8.8pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,533 | $3,216-21.2% | $2,485+1.9% | $4,779-47.0% |
| Participant deferral / active EE | $6,017 | $4,509+33.5% | $3,852+56.2% | $5,609+7.3% |
| Admin fee / account holder | $488 | $10,748-95.5% | $6,675-92.7% | $10,827-95.5% |