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 | $49,177 | $107,791-54.4% | $90,645-45.7% | $135,375-63.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -2.50% | -0.90%-1.6pp | 1.88%-4.4pp | 519.73%-522.2pp |
| Employer contribution / active EE | $2,844 | $3,018-5.8% | $2,532+12.3% | $4,779-40.5% |
| Participant deferral / active EE | $2,671 | $3,872-31.0% | $3,425-22.0% | $5,609-52.4% |
| Admin fee / account holder | $6,881 | $5,930+16.0% | $4,994+37.8% | $10,827-36.4% |