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 | $71,179 | $97,044-26.7% | $83,333-14.6% | $135,375-47.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.85% | 12.31%-17.2pp | 10.63%-15.5pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,678 | $4,143-59.5% | $3,379-50.3% | $4,779-64.9% |
| Participant deferral / active EE | $1,777 | $5,964-70.2% | $5,565-68.1% | $5,609-68.3% |
| Admin fee / account holder | $3,484 | $8,380-58.4% | $7,510-53.6% | $10,827-67.8% |