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 | $93,117 | $92,222+1.0% | $76,768+21.3% | $135,375-31.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.84% | 5.46%-11.3pp | 2.43%-8.3pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,848 | $3,216-11.4% | $2,485+14.6% | $4,779-40.4% |
| Participant deferral / active EE | $10,180 | $4,509+125.8% | $3,852+164.3% | $5,609+81.5% |
| Admin fee / account holder | $8,697 | $10,748-19.1% | $6,675+30.3% | $10,827-19.7% |