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 | $73,540 | $84,527-13.0% | $67,711+8.6% | $125,391-41.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -1.52% | 2.57%-4.1pp | 25.41%-26.9pp | 282.22%-283.7pp |
| Employer contribution / active EE | $1,709 | $3,292-48.1% | $2,559-33.2% | $4,866-64.9% |
| Participant deferral / active EE | $6,978 | $4,429+57.5% | $3,585+94.6% | $5,352+30.4% |
| Admin fee / account holder | $534 | $5,340-90.0% | $4,255-87.4% | $9,540-94.4% |