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 | $57,805 | $95,193-39.3% | $76,523-24.5% | $135,375-57.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -5.63% | 4.85%-10.5pp | -0.27%-5.4pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,859 | $3,302-43.7% | $2,647-29.8% | $4,779-61.1% |
| Participant deferral / active EE | $3,110 | $4,639-33.0% | $3,835-18.9% | $5,609-44.6% |
| Admin fee / account holder | $23,170 | $6,249+270.8% | $4,848+377.9% | $10,827+114.0% |