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 | $130,424 | $167,307-22.0% | $143,757-9.3% | $134,475-3.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.12% | 0.46%-5.6pp | -0.04%-5.1pp | 417.96%-423.1pp |
| Employer contribution / active EE | $3,383 | $5,619-39.8% | $4,951-31.7% | $4,740-28.6% |
| Participant deferral / active EE | $6,928 | $6,446+7.5% | $5,637+22.9% | $6,400+8.3% |
| Admin fee / account holder | $6,873 | $18,088-62.0% | $14,673-53.2% | $11,426-39.9% |