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 | $178,896 | $211,958-15.6% | $169,463+5.6% | $135,375+32.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.32% | 3.26%-8.6pp | 1.83%-7.1pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,900 | $5,120-43.4% | $4,159-30.3% | $4,779-39.3% |
| Participant deferral / active EE | $9,587 | $6,075+57.8% | $5,277+81.7% | $5,609+70.9% |
| Admin fee / account holder | $4,272 | $11,471-62.8% | $9,109-53.1% | $10,827-60.5% |