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 | $82,223 | $211,958-61.2% | $169,463-51.5% | $135,375-39.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.65% | 3.26%-8.9pp | 1.83%-7.5pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,493 | $5,120-51.3% | $4,159-40.1% | $4,779-47.8% |
| Participant deferral / active EE | $6,563 | $6,075+8.0% | $5,277+24.4% | $5,609+17.0% |
| Admin fee / account holder | $8,178 | $11,471-28.7% | $9,109-10.2% | $10,827-24.5% |