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 | $64,454 | $78,694-18.1% | $67,652-4.7% | $125,391-48.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.06% | 9.46%-11.5pp | 6625.04%-6627.1pp | 282.22%-284.3pp |
| Employer contribution / active EE | $5,827 | $3,044+91.4% | $2,266+157.2% | $4,866+19.8% |
| Participant deferral / active EE | $3,079 | $4,292-28.3% | $3,560-13.5% | $5,352-42.5% |
| Admin fee / account holder | $1,853 | $7,403-75.0% | $4,821-61.6% | $9,540-80.6% |