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 | $28,252 | $211,958-86.7% | $169,463-83.3% | $135,375-79.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -2.24% | 3.26%-5.5pp | 1.83%-4.1pp | 519.73%-522.0pp |
| Employer contribution / active EE | $2,065 | $5,120-59.7% | $4,159-50.4% | $4,779-56.8% |
| Participant deferral / active EE | $6,646 | $6,075+9.4% | $5,277+25.9% | $5,609+18.5% |
| Admin fee / account holder | $3,130 | $11,471-72.7% | $9,109-65.6% | $10,827-71.1% |