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 | $177,567 | $211,958-16.2% | $169,463+4.8% | $135,375+31.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.40% | 3.26%-7.7pp | 1.83%-6.2pp | 519.73%-524.1pp |
| Employer contribution / active EE | $7,765 | $5,120+51.7% | $4,159+86.7% | $4,779+62.5% |
| Participant deferral / active EE | $6,548 | $6,075+7.8% | $5,277+24.1% | $5,609+16.7% |
| Admin fee / account holder | $4,633 | $11,471-59.6% | $9,109-49.1% | $10,827-57.2% |