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 | $79,537 | $92,222-13.8% | $76,768+3.6% | $135,375-41.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.09% | 5.46%-10.5pp | 2.43%-7.5pp | 519.73%-524.8pp |
| Employer contribution / active EE | $3,495 | $3,216+8.7% | $2,485+40.6% | $4,779-26.9% |
| Participant deferral / active EE | $8,325 | $4,509+84.6% | $3,852+116.1% | $5,609+48.4% |
| Admin fee / account holder | $29,146 | $10,748+171.2% | $6,675+336.7% | $10,827+169.2% |