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 | $71,800 | $87,540-18.0% | $75,781-5.3% | $125,391-42.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.05% | 13.48%-13.5pp | 9.68%-9.7pp | 282.22%-282.3pp |
| Employer contribution / active EE | $8,348 | $3,930+112.4% | $3,323+151.2% | $4,866+71.5% |
| Participant deferral / active EE | $3,444 | $4,229-18.6% | $3,651-5.7% | $5,352-35.6% |
| Admin fee / account holder | $2,858 | $6,502-56.0% | $5,299-46.1% | $9,540-70.0% |