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 | $74,544 | $77,813-4.2% | $123,544-39.7% | $64,186+16.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -2.82% | 12.48%-15.3pp | 119.20%-122.0pp | 7.63%-10.5pp |
| Employer contribution / active EE | $3,164 | $3,014+5.0% | $4,628-31.6% | $2,381+32.9% |
| Participant deferral / active EE | $5,629 | $5,240+7.4% | $6,426-12.4% | $3,470+62.2% |
| Admin fee / account holder | $793 | $5,519-85.6% | $9,284-91.5% | $4,888-83.8% |