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 | $84,660 | $211,958-60.1% | $169,463-50.0% | $135,375-37.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.64% | 3.26%-10.9pp | 1.83%-9.5pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,291 | $5,120-74.8% | $4,159-69.0% | $4,779-73.0% |
| Participant deferral / active EE | $6,007 | $6,075-1.1% | $5,277+13.8% | $5,609+7.1% |
| Admin fee / account holder | $1,677 | $11,471-85.4% | $9,109-81.6% | $10,827-84.5% |