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 | $74,607 | $95,193-21.6% | $76,523-2.5% | $135,375-44.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -4.45% | 4.85%-9.3pp | -0.27%-4.2pp | 519.73%-524.2pp |
| Employer contribution / active EE | $2,584 | $3,302-21.8% | $2,647-2.4% | $4,779-45.9% |
| Participant deferral / active EE | $7,029 | $4,639+51.5% | $3,835+83.3% | $5,609+25.3% |
| Admin fee / account holder | $17,781 | $6,249+184.6% | $4,848+266.8% | $10,827+64.2% |