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 | $51,681 | $113,935-54.6% | $94,224-45.2% | $125,391-58.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.80% | 5.29%-8.1pp | 10.68%-13.5pp | 282.22%-285.0pp |
| Employer contribution / active EE | $4,288 | $4,727-9.3% | $3,587+19.5% | $4,866-11.9% |
| Participant deferral / active EE | $4,431 | $5,179-14.4% | $4,320+2.6% | $5,352-17.2% |
| Admin fee / account holder | $964 | $8,391-88.5% | $6,269-84.6% | $9,540-89.9% |