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 | $54,320 | $99,032-45.1% | $80,019-32.1% | $135,375-59.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.71% | 15.39%-21.1pp | 11.22%-16.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,856 | $3,043-6.2% | $2,468+15.7% | $4,779-40.2% |
| Participant deferral / active EE | $3,367 | $4,282-21.4% | $3,686-8.6% | $5,609-40.0% |
| Admin fee / account holder | $4,270 | $10,436-59.1% | $6,521-34.5% | $10,827-60.6% |