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 | $58,246 | $69,518-16.2% | $59,878-2.7% | $135,375-57.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -1.56% | 7.94%-9.5pp | 3.46%-5.0pp | 519.73%-521.3pp |
| Employer contribution / active EE | $1,293 | $3,235-60.0% | $2,722-52.5% | $4,779-73.0% |
| Participant deferral / active EE | $1,427 | $4,206-66.1% | $3,402-58.1% | $5,609-74.6% |
| Admin fee / account holder | $1,101 | $5,734-80.8% | $3,590-69.3% | $10,827-89.8% |