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 | $83,431 | $90,590-7.9% | $90,782-8.1% | $135,375-38.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -5.63% | -3.40%-2.2pp | -3.42%-2.2pp | 519.73%-525.4pp |
| Employer contribution / active EE | $5,990 | $4,352+37.6% | $4,105+45.9% | $4,779+25.3% |
| Participant deferral / active EE | $0 | $5,407-100.0% | $5,366-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,980 | $7,683-35.2% | $5,908-15.7% | $10,827-54.0% |