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 | $103,769 | $138,065-24.8% | $123,544-16.0% | $135,375-23.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.15% | 153.68%-153.5pp | 119.20%-119.1pp | 519.73%-519.6pp |
| Employer contribution / active EE | $5,921 | $5,151+14.9% | $4,628+27.9% | $4,779+23.9% |
| Participant deferral / active EE | $6,181 | $6,799-9.1% | $6,426-3.8% | $5,609+10.2% |
| Admin fee / account holder | $698 | $10,916-93.6% | $9,284-92.5% | $10,827-93.6% |