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 | $67,245 | $87,540-23.2% | $75,781-11.3% | $125,391-46.4% |
| Participation rate | 93.3% | 80.2%+13.2pp | 75.8%+17.5pp | 83.2%+10.1pp |
| Annual return | -1.41% | 13.48%-14.9pp | 9.68%-11.1pp | 282.22%-283.6pp |
| Employer contribution / active EE | $7,508 | $3,930+91.0% | $3,323+125.9% | $4,866+54.3% |
| Participant deferral / active EE | $3,045 | $4,229-28.0% | $3,651-16.6% | $5,352-43.1% |
| Admin fee / account holder | $1,303 | $6,502-80.0% | $5,299-75.4% | $9,540-86.3% |