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 | $63,155 | $92,222-31.5% | $76,768-17.7% | $135,375-53.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.65% | 5.46%-9.1pp | 2.43%-6.1pp | 519.73%-523.4pp |
| Employer contribution / active EE | $7,692 | $3,216+139.2% | $2,485+209.5% | $4,779+61.0% |
| Participant deferral / active EE | $1,533 | $4,509-66.0% | $3,852-60.2% | $5,609-72.7% |
| Admin fee / account holder | $25,863 | $10,748+140.6% | $6,675+287.5% | $10,827+138.9% |