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 | $92,419 | $95,193-2.9% | $76,523+20.8% | $135,375-31.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -5.68% | 4.85%-10.5pp | -0.27%-5.4pp | 519.73%-525.4pp |
| Employer contribution / active EE | $3,118 | $3,302-5.6% | $2,647+17.8% | $4,779-34.8% |
| Participant deferral / active EE | $11,263 | $4,639+142.8% | $3,835+193.6% | $5,609+100.8% |
| Admin fee / account holder | $384 | $6,249-93.9% | $4,848-92.1% | $10,827-96.5% |