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 | $162,381 | $211,958-23.4% | $169,463-4.2% | $135,375+19.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -2.05% | 3.26%-5.3pp | 1.83%-3.9pp | 519.73%-521.8pp |
| Employer contribution / active EE | $4,599 | $5,120-10.2% | $4,159+10.6% | $4,779-3.8% |
| Participant deferral / active EE | $12,777 | $6,075+110.3% | $5,277+142.1% | $5,609+127.8% |
| Admin fee / account holder | $59,513 | $11,471+418.8% | $9,109+553.3% | $10,827+449.7% |