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 | $75,995 | $211,958-64.1% | $169,463-55.2% | $135,375-43.9% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -3.40% | 3.26%-6.7pp | 1.83%-5.2pp | 519.73%-523.1pp |
| Employer contribution / active EE | $3,556 | $5,120-30.5% | $4,159-14.5% | $4,779-25.6% |
| Participant deferral / active EE | $6,575 | $6,075+8.2% | $5,277+24.6% | $5,609+17.2% |
| Admin fee / account holder | $130,920 | $11,471+1041.3% | $9,109+1337.2% | $10,827+1109.2% |