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 | $79,537 | $92,222-13.8% | $76,768+3.6% | $135,375-41.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.25% | 5.46%-10.7pp | 2.43%-7.7pp | 519.73%-525.0pp |
| Employer contribution / active EE | $2,132 | $3,216-33.7% | $2,485-14.2% | $4,779-55.4% |
| Participant deferral / active EE | $7,000 | $4,509+55.3% | $3,852+81.7% | $5,609+24.8% |
| Admin fee / account holder | $1,593 | $10,748-85.2% | $6,675-76.1% | $10,827-85.3% |