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 | $133,397 | $211,958-37.1% | $169,463-21.3% | $135,375-1.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -1.67% | 3.26%-4.9pp | 1.83%-3.5pp | 519.73%-521.4pp |
| Employer contribution / active EE | $2,221 | $5,120-56.6% | $4,159-46.6% | $4,779-53.5% |
| Participant deferral / active EE | $5,235 | $6,075-13.8% | $5,277-0.8% | $5,609-6.7% |
| Admin fee / account holder | $11,567 | $11,471+0.8% | $9,109+27.0% | $10,827+6.8% |