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 | $121,939 | $211,958-42.5% | $169,463-28.0% | $135,375-9.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.67% | 3.26%-9.9pp | 1.83%-8.5pp | 519.73%-526.4pp |
| Employer contribution / active EE | $4,231 | $5,120-17.4% | $4,159+1.7% | $4,779-11.5% |
| Participant deferral / active EE | $5,188 | $6,075-14.6% | $5,277-1.7% | $5,609-7.5% |
| Admin fee / account holder | $859 | $11,471-92.5% | $9,109-90.6% | $10,827-92.1% |