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 | $79,908 | $113,935-29.9% | $94,224-15.2% | $125,391-36.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.03% | 5.29%-6.3pp | 10.68%-11.7pp | 282.22%-283.3pp |
| Employer contribution / active EE | $17,382 | $4,727+267.7% | $3,587+384.6% | $4,866+257.2% |
| Participant deferral / active EE | $8,000 | $5,179+54.5% | $4,320+85.2% | $5,352+49.5% |
| Admin fee / account holder | $1,950 | $8,391-76.8% | $6,269-68.9% | $9,540-79.6% |