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 | $68,247 | $86,699-21.3% | $73,307-6.9% | $125,391-45.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -2.90% | 2.78%-5.7pp | 5.67%-8.6pp | 282.22%-285.1pp |
| Employer contribution / active EE | $1,257 | $4,152-69.7% | $3,237-61.2% | $4,866-74.2% |
| Participant deferral / active EE | $5,577 | $5,550+0.5% | $4,991+11.7% | $5,352+4.2% |
| Admin fee / account holder | $761 | $7,771-90.2% | $5,637-86.5% | $9,540-92.0% |