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 | $76,705 | $90,590-15.3% | $90,782-15.5% | $135,375-43.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -5.71% | -3.40%-2.3pp | -3.42%-2.3pp | 519.73%-525.4pp |
| Employer contribution / active EE | $3,060 | $4,352-29.7% | $4,105-25.5% | $4,779-36.0% |
| Participant deferral / active EE | $3,667 | $5,407-32.2% | $5,366-31.7% | $5,609-34.6% |
| Admin fee / account holder | $312 | $7,683-95.9% | $5,908-94.7% | $10,827-97.1% |