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 | $129,637 | $211,958-38.8% | $169,463-23.5% | $135,375-4.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.45% | 3.26%-8.7pp | 1.83%-7.3pp | 519.73%-525.2pp |
| Employer contribution / active EE | $3,195 | $5,120-37.6% | $4,159-23.2% | $4,779-33.1% |
| Participant deferral / active EE | $6,470 | $6,075+6.5% | $5,277+22.6% | $5,609+15.4% |
| Admin fee / account holder | $30,964 | $11,471+169.9% | $9,109+239.9% | $10,827+186.0% |