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 | $71,086 | $140,588-49.4% | $123,104-42.3% | $125,391-43.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.32% | 16.80%-17.1pp | 13.22%-13.5pp | 282.22%-282.5pp |
| Employer contribution / active EE | $2,695 | $6,041-55.4% | $5,151-47.7% | $4,866-44.6% |
| Participant deferral / active EE | $2,644 | $6,980-62.1% | $6,230-57.6% | $5,352-50.6% |
| Admin fee / account holder | $786 | $11,198-93.0% | $9,015-91.3% | $9,540-91.8% |