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 | $60,333 | $99,032-39.1% | $80,019-24.6% | $135,375-55.4% |
| Participation rate | 95.7% | 78.4%+17.3pp | 75.8%+19.8pp | 82.6%+13.0pp |
| Annual return | -0.73% | 15.39%-16.1pp | 11.22%-11.9pp | 519.73%-520.5pp |
| Employer contribution / active EE | $2,526 | $3,043-17.0% | $2,468+2.4% | $4,779-47.1% |
| Participant deferral / active EE | $4,398 | $4,282+2.7% | $3,686+19.3% | $5,609-21.6% |
| Admin fee / account holder | $1,011 | $10,436-90.3% | $6,521-84.5% | $10,827-90.7% |