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 | $54,382 | $113,935-52.3% | $94,224-42.3% | $125,391-56.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.18% | 5.29%-7.5pp | 10.68%-12.9pp | 282.22%-284.4pp |
| Employer contribution / active EE | $8,585 | $4,727+81.6% | $3,587+139.4% | $4,866+76.4% |
| Participant deferral / active EE | $6,476 | $5,179+25.1% | $4,320+49.9% | $5,352+21.0% |
| Admin fee / account holder | $2,698 | $8,391-67.8% | $6,269-57.0% | $9,540-71.7% |