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 | $56,301 | $211,958-73.4% | $169,463-66.8% | $135,375-58.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.80% | 3.26%-9.1pp | 1.83%-7.6pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,763 | $5,120-46.0% | $4,159-33.6% | $4,779-42.2% |
| Participant deferral / active EE | $5,526 | $6,075-9.0% | $5,277+4.7% | $5,609-1.5% |
| Admin fee / account holder | $550 | $11,471-95.2% | $9,109-94.0% | $10,827-94.9% |