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 | $67,539 | $84,527-20.1% | $67,711-0.3% | $125,391-46.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -1.16% | 2.57%-3.7pp | 25.41%-26.6pp | 282.22%-283.4pp |
| Employer contribution / active EE | $3,307 | $3,292+0.5% | $2,559+29.2% | $4,866-32.0% |
| Participant deferral / active EE | $8,806 | $4,429+98.8% | $3,585+145.6% | $5,352+64.6% |
| Admin fee / account holder | $2,200 | $5,340-58.8% | $4,255-48.3% | $9,540-76.9% |