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 | $64,202 | $92,222-30.4% | $76,768-16.4% | $135,375-52.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.91% | 5.46%-11.4pp | 2.43%-8.3pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,978 | $3,216-7.4% | $2,485+19.8% | $4,779-37.7% |
| Participant deferral / active EE | $9,216 | $4,509+104.4% | $3,852+139.3% | $5,609+64.3% |
| Admin fee / account holder | $2,034 | $10,748-81.1% | $6,675-69.5% | $10,827-81.2% |