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 | $80,418 | $95,193-15.5% | $76,523+5.1% | $135,375-40.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -4.77% | 4.85%-9.6pp | -0.27%-4.5pp | 519.73%-524.5pp |
| Employer contribution / active EE | $6,219 | $3,302+88.3% | $2,647+134.9% | $4,779+30.1% |
| Participant deferral / active EE | $2,432 | $4,639-47.6% | $3,835-36.6% | $5,609-56.6% |
| Admin fee / account holder | $5,273 | $6,249-15.6% | $4,848+8.8% | $10,827-51.3% |