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 | $170,577 | $211,958-19.5% | $169,463+0.7% | $135,375+26.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -0.89% | 3.26%-4.2pp | 1.83%-2.7pp | 519.73%-520.6pp |
| Employer contribution / active EE | $2,564 | $5,120-49.9% | $4,159-38.4% | $4,779-46.4% |
| Participant deferral / active EE | $5,115 | $6,075-15.8% | $5,277-3.1% | $5,609-8.8% |
| Admin fee / account holder | $8,959 | $11,471-21.9% | $9,109-1.7% | $10,827-17.3% |