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 | $45,270 | $142,344-68.2% | $119,609-62.2% | $134,475-66.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 4.63% | -12.44%+17.1pp | -14.97%+19.6pp | 417.96%-413.3pp |
| Employer contribution / active EE | $3,156 | $5,222-39.6% | $4,232-25.4% | $4,740-33.4% |
| Participant deferral / active EE | $6,488 | $6,469+0.3% | $5,602+15.8% | $6,400+1.4% |
| Admin fee / account holder | $42,259 | $13,584+211.1% | $10,323+309.4% | $11,426+269.9% |