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 | $27,620 | $57,354-51.8% | $83,848-67.1% | $64,186-57.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.12% | 11.38%-17.5pp | 850.88%-857.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,701 | $2,545+6.1% | $3,631-25.6% | $2,381+13.5% |
| Participant deferral / active EE | $4,541 | $2,993+51.7% | $4,082+11.3% | $3,470+30.9% |
| Admin fee / account holder | $992 | $4,046-75.5% | $5,478-81.9% | $4,888-79.7% |