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 | $56,048 | $158,817-64.7% | $121,196-53.8% | $135,375-58.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -1.70% | -0.64%-1.1pp | 16.93%-18.6pp | 519.73%-521.4pp |
| Employer contribution / active EE | $5,787 | $5,665+2.2% | $4,022+43.9% | $4,779+21.1% |
| Participant deferral / active EE | $4,537 | $4,005+13.3% | $3,344+35.6% | $5,609-19.1% |
| Admin fee / account holder | $319 | $6,512-95.1% | $5,019-93.6% | $10,827-97.1% |