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 | $52,751 | $92,222-42.8% | $76,768-31.3% | $135,375-61.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.53% | 5.46%-10.0pp | 2.43%-7.0pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,946 | $3,216-39.5% | $2,485-21.7% | $4,779-59.3% |
| Participant deferral / active EE | $4,931 | $4,509+9.4% | $3,852+28.0% | $5,609-12.1% |
| Admin fee / account holder | $16,124 | $10,748+50.0% | $6,675+141.6% | $10,827+48.9% |