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 | $96,244 | $140,588-31.5% | $123,104-21.8% | $125,391-23.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.74% | 16.80%-19.5pp | 13.22%-16.0pp | 282.22%-285.0pp |
| Employer contribution / active EE | $5,220 | $6,041-13.6% | $5,151+1.3% | $4,866+7.3% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,230-100.0% | $5,352-100.0% |
| Admin fee / account holder | $38,005 | $11,198+239.4% | $9,015+321.6% | $9,540+298.3% |