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 | $78,692 | $95,193-17.3% | $76,523+2.8% | $135,375-41.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -4.25% | 4.85%-9.1pp | -0.27%-4.0pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,608 | $3,302-51.3% | $2,647-39.3% | $4,779-66.4% |
| Participant deferral / active EE | $6,405 | $4,639+38.1% | $3,835+67.0% | $5,609+14.2% |
| Admin fee / account holder | $468 | $6,249-92.5% | $4,848-90.3% | $10,827-95.7% |