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 | $64,741 | $92,222-29.8% | $76,768-15.7% | $135,375-52.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.42% | 5.46%-13.9pp | 2.43%-10.8pp | 519.73%-528.2pp |
| Employer contribution / active EE | $3,585 | $3,216+11.5% | $2,485+44.3% | $4,779-25.0% |
| Participant deferral / active EE | $5,386 | $4,509+19.5% | $3,852+39.8% | $5,609-4.0% |
| Admin fee / account holder | $334 | $10,748-96.9% | $6,675-95.0% | $10,827-96.9% |