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 | $120,234 | $167,307-28.1% | $143,757-16.4% | $134,475-10.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.76% | 0.46%-6.2pp | -0.04%-5.7pp | 417.96%-423.7pp |
| Employer contribution / active EE | $6,113 | $5,619+8.8% | $4,951+23.5% | $4,740+29.0% |
| Participant deferral / active EE | $5,698 | $6,446-11.6% | $5,637+1.1% | $6,400-11.0% |
| Admin fee / account holder | $163,284 | $18,088+802.7% | $14,673+1012.8% | $11,426+1329.1% |