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 | $43,717 | $92,222-52.6% | $76,768-43.1% | $135,375-67.7% |
| 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 | $4,502 | $3,216+40.0% | $2,485+81.2% | $4,779-5.8% |
| Participant deferral / active EE | $8,385 | $4,509+86.0% | $3,852+117.7% | $5,609+49.5% |
| Admin fee / account holder | $7,149 | $10,748-33.5% | $6,675+7.1% | $10,827-34.0% |