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 | $65,977 | $97,044-32.0% | $83,333-20.8% | $135,375-51.3% |
| Participation rate | 83.3% | 80.4%+2.9pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -3.67% | 12.31%-16.0pp | 10.63%-14.3pp | 519.73%-523.4pp |
| Employer contribution / active EE | $4,641 | $4,143+12.0% | $3,379+37.4% | $4,779-2.9% |
| Participant deferral / active EE | $9,352 | $5,964+56.8% | $5,565+68.0% | $5,609+66.7% |
| Admin fee / account holder | $58,058 | $8,380+592.9% | $7,510+673.0% | $10,827+436.2% |