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 | $45,789 | $113,935-59.8% | $94,224-51.4% | $125,391-63.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.88% | 5.29%-4.4pp | 10.68%-9.8pp | 282.22%-281.3pp |
| Employer contribution / active EE | $2,736 | $4,727-42.1% | $3,587-23.7% | $4,866-43.8% |
| Participant deferral / active EE | $5,274 | $5,179+1.8% | $4,320+22.1% | $5,352-1.4% |
| Admin fee / account holder | $486 | $8,391-94.2% | $6,269-92.3% | $9,540-94.9% |