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 | $79,459 | $113,935-30.3% | $94,224-15.7% | $125,391-36.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.50% | 5.29%-5.8pp | 10.68%-11.2pp | 282.22%-282.7pp |
| Employer contribution / active EE | $4,175 | $4,727-11.7% | $3,587+16.4% | $4,866-14.2% |
| Participant deferral / active EE | $11,697 | $5,179+125.9% | $4,320+170.8% | $5,352+118.6% |
| Admin fee / account holder | $3,095 | $8,391-63.1% | $6,269-50.6% | $9,540-67.6% |