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 | $70,334 | $83,427-15.7% | $115,756-39.2% | $68,494+2.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 77.1%+22.9pp | 67.9%+32.1pp |
| Annual return | 1.93% | -10.95%+12.9pp | 143.14%-141.2pp | -7.84%+9.8pp |
| Employer contribution / active EE | $3,411 | $3,075+11.0% | $3,793-10.1% | $2,596+31.4% |
| Participant deferral / active EE | $3,594 | $5,355-32.9% | $6,254-42.5% | $4,027-10.8% |
| Admin fee / account holder | $10,092 | $5,708+76.8% | $8,124+24.2% | $5,403+86.8% |