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 | $84,277 | $92,222-8.6% | $76,768+9.8% | $135,375-37.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.73% | 5.46%-12.2pp | 2.43%-9.2pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,368 | $3,216-57.5% | $2,485-45.0% | $4,779-71.4% |
| Participant deferral / active EE | $4,963 | $4,509+10.1% | $3,852+28.9% | $5,609-11.5% |
| Admin fee / account holder | $2,241 | $10,748-79.1% | $6,675-66.4% | $10,827-79.3% |