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 | $48,195 | $158,817-69.7% | $121,196-60.2% | $135,375-64.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -4.19% | -0.64%-3.6pp | 16.93%-21.1pp | 519.73%-523.9pp |
| Employer contribution / active EE | $4,930 | $5,665-13.0% | $4,022+22.6% | $4,779+3.2% |
| Participant deferral / active EE | $4,930 | $4,005+23.1% | $3,344+47.4% | $5,609-12.1% |
| Admin fee / account holder | $8,995 | $6,512+38.1% | $5,019+79.2% | $10,827-16.9% |