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 | $81,136 | $95,193-14.8% | $76,523+6.0% | $135,375-40.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -5.18% | 4.85%-10.0pp | -0.27%-4.9pp | 519.73%-524.9pp |
| Employer contribution / active EE | $4,492 | $3,302+36.0% | $2,647+69.7% | $4,779-6.0% |
| Participant deferral / active EE | $4,031 | $4,639-13.1% | $3,835+5.1% | $5,609-28.1% |
| Admin fee / account holder | $5,093 | $6,249-18.5% | $4,848+5.0% | $10,827-53.0% |