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 | $79,596 | $158,817-49.9% | $121,196-34.3% | $135,375-41.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -0.30% | -0.64%+0.3pp | 16.93%-17.2pp | 519.73%-520.0pp |
| Employer contribution / active EE | $5,440 | $5,665-4.0% | $4,022+35.3% | $4,779+13.8% |
| Participant deferral / active EE | $8,566 | $4,005+113.9% | $3,344+156.1% | $5,609+52.7% |
| Admin fee / account holder | $3,075 | $6,512-52.8% | $5,019-38.7% | $10,827-71.6% |