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 | $172,670 | $211,958-18.5% | $169,463+1.9% | $135,375+27.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.79% | 3.26%-8.1pp | 1.83%-6.6pp | 519.73%-524.5pp |
| Employer contribution / active EE | $2,053 | $5,120-59.9% | $4,159-50.6% | $4,779-57.0% |
| Participant deferral / active EE | $6,039 | $6,075-0.6% | $5,277+14.4% | $5,609+7.7% |
| Admin fee / account holder | $31,961 | $11,471+178.6% | $9,109+250.9% | $10,827+195.2% |