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 | $73,923 | $113,935-35.1% | $94,224-21.5% | $125,391-41.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.29% | 5.29%-7.6pp | 10.68%-13.0pp | 282.22%-284.5pp |
| Employer contribution / active EE | $2,099 | $4,727-55.6% | $3,587-41.5% | $4,866-56.9% |
| Participant deferral / active EE | $9,062 | $5,179+75.0% | $4,320+109.8% | $5,352+69.3% |
| Admin fee / account holder | $4,161 | $8,391-50.4% | $6,269-33.6% | $9,540-56.4% |