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 | $86,439 | $211,958-59.2% | $169,463-49.0% | $135,375-36.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.07% | 3.26%-11.3pp | 1.83%-9.9pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,811 | $5,120-45.1% | $4,159-32.4% | $4,779-41.2% |
| Participant deferral / active EE | $6,476 | $6,075+6.6% | $5,277+22.7% | $5,609+15.5% |
| Admin fee / account holder | $3,947 | $11,471-65.6% | $9,109-56.7% | $10,827-63.5% |