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 | $50,962 | $87,540-41.8% | $75,781-32.8% | $125,391-59.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.72% | 13.48%-14.2pp | 9.68%-10.4pp | 282.22%-282.9pp |
| Employer contribution / active EE | $2,925 | $3,930-25.6% | $3,323-12.0% | $4,866-39.9% |
| Participant deferral / active EE | $6,170 | $4,229+45.9% | $3,651+69.0% | $5,352+15.3% |
| Admin fee / account holder | $3,136 | $6,502-51.8% | $5,299-40.8% | $9,540-67.1% |