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 | $29,171 | $92,222-68.4% | $76,768-62.0% | $135,375-78.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -2.27% | 5.46%-7.7pp | 2.43%-4.7pp | 519.73%-522.0pp |
| Employer contribution / active EE | $3,368 | $3,216+4.7% | $2,485+35.5% | $4,779-29.5% |
| Participant deferral / active EE | $5,358 | $4,509+18.8% | $3,852+39.1% | $5,609-4.5% |
| Admin fee / account holder | $61,844 | $10,748+475.4% | $6,675+826.5% | $10,827+471.2% |