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 | $83,747 | $211,958-60.5% | $169,463-50.6% | $135,375-38.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.73% | 3.26%-10.0pp | 1.83%-8.6pp | 519.73%-526.5pp |
| Employer contribution / active EE | $4,159 | $5,120-18.8% | $4,1590% | $4,779-13.0% |
| Participant deferral / active EE | $3,623 | $6,075-40.4% | $5,277-31.3% | $5,609-35.4% |
| Admin fee / account holder | $835 | $11,471-92.7% | $9,109-90.8% | $10,827-92.3% |