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 | $77,129 | $92,222-16.4% | $76,768+0.5% | $135,375-43.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -1.94% | 5.46%-7.4pp | 2.43%-4.4pp | 519.73%-521.7pp |
| Employer contribution / active EE | $2,513 | $3,216-21.9% | $2,485+1.1% | $4,779-47.4% |
| Participant deferral / active EE | $5,760 | $4,509+27.7% | $3,852+49.5% | $5,609+2.7% |
| Admin fee / account holder | $11,936 | $10,748+11.1% | $6,675+78.8% | $10,827+10.2% |