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 | $100,150 | $158,817-36.9% | $121,196-17.4% | $135,375-26.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -5.87% | -0.64%-5.2pp | 16.93%-22.8pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,405 | $5,665-57.6% | $4,022-40.2% | $4,779-49.7% |
| Participant deferral / active EE | $2,857 | $4,005-28.7% | $3,344-14.6% | $5,609-49.1% |
| Admin fee / account holder | $2,662 | $6,512-59.1% | $5,019-47.0% | $10,827-75.4% |