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 | $56,266 | $82,286-31.6% | $68,791-18.2% | $134,475-58.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -11.81% | -2.19%-9.6pp | -6.38%-5.4pp | 417.96%-429.8pp |
| Employer contribution / active EE | $11,223 | $3,301+240.0% | $2,655+322.7% | $4,740+136.8% |
| Participant deferral / active EE | $2,230 | $4,739-52.9% | $3,941-43.4% | $6,400-65.1% |
| Admin fee / account holder | $902 | $6,481-86.1% | $4,932-81.7% | $11,426-92.1% |