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 | $111,779 | $127,100-12.1% | $105,738+5.7% | $135,375-17.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -5.16% | 4.49%-9.7pp | 6.27%-11.4pp | 519.73%-524.9pp |
| Employer contribution / active EE | $5,777 | $4,107+40.7% | $3,268+76.7% | $4,779+20.9% |
| Participant deferral / active EE | $5,890 | $5,064+16.3% | $4,080+44.4% | $5,609+5.0% |
| Admin fee / account holder | $5,942 | $9,087-34.6% | $6,913-14.0% | $10,827-45.1% |