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 | $159,380 | $211,958-24.8% | $169,463-5.9% | $135,375+17.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -0.83% | 3.26%-4.1pp | 1.83%-2.7pp | 519.73%-520.6pp |
| Employer contribution / active EE | $5,835 | $5,120+14.0% | $4,159+40.3% | $4,779+22.1% |
| Participant deferral / active EE | $6,079 | $6,075+0.1% | $5,277+15.2% | $5,609+8.4% |
| Admin fee / account holder | $1,700 | $11,471-85.2% | $9,109-81.3% | $10,827-84.3% |