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 | $89,840 | $106,115-15.3% | $85,969+4.5% | $125,391-28.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -0.27% | 13.93%-14.2pp | 9.32%-9.6pp | 282.22%-282.5pp |
| Employer contribution / active EE | $1,890 | $4,537-58.3% | $3,474-45.6% | $4,866-61.2% |
| Participant deferral / active EE | $3,792 | $4,859-22.0% | $3,829-1.0% | $5,352-29.1% |
| Admin fee / account holder | $1,026 | $8,144-87.4% | $6,053-83.0% | $9,540-89.2% |