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 | $70,727 | $113,935-37.9% | $94,224-24.9% | $125,391-43.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.15% | 5.29%-6.4pp | 10.68%-11.8pp | 282.22%-283.4pp |
| Employer contribution / active EE | $1,258 | $4,727-73.4% | $3,587-64.9% | $4,866-74.1% |
| Participant deferral / active EE | $2,238 | $5,179-56.8% | $4,320-48.2% | $5,352-58.2% |
| Admin fee / account holder | $3,573 | $8,391-57.4% | $6,269-43.0% | $9,540-62.6% |