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 | $57,963 | $71,883-19.4% | $86,677-33.1% | $68,494-15.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -13.02% | 3.52%-16.5pp | 35.91%-48.9pp | -7.84%-5.2pp |
| Employer contribution / active EE | $3,202 | $2,173+47.4% | $2,836+12.9% | $2,596+23.3% |
| Participant deferral / active EE | $6,733 | $3,779+78.2% | $4,656+44.6% | $4,027+67.2% |
| Admin fee / account holder | $3,783 | $6,112-38.1% | $7,493-49.5% | $5,403-30.0% |