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 | $55,325 | $92,222-40.0% | $76,768-27.9% | $135,375-59.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.25% | 5.46%-8.7pp | 2.43%-5.7pp | 519.73%-523.0pp |
| Employer contribution / active EE | $867 | $3,216-73.0% | $2,485-65.1% | $4,779-81.8% |
| Participant deferral / active EE | $6,176 | $4,509+37.0% | $3,852+60.4% | $5,609+10.1% |
| Admin fee / account holder | $19,680 | $10,748+83.1% | $6,675+194.8% | $10,827+81.8% |