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 | $92,265 | $167,307-44.9% | $143,757-35.8% | $134,475-31.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.03% | 0.46%-18.5pp | -0.04%-18.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $8,565 | $5,619+52.4% | $4,951+73.0% | $4,740+80.7% |
| Participant deferral / active EE | $4,796 | $6,446-25.6% | $5,637-14.9% | $6,400-25.1% |
| Admin fee / account holder | $2,881 | $18,088-84.1% | $14,673-80.4% | $11,426-74.8% |