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 | $21,157 | $69,518-69.6% | $59,878-64.7% | $135,375-84.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.55% | 7.94%-13.5pp | 3.46%-9.0pp | 519.73%-525.3pp |
| Employer contribution / active EE | $623 | $3,235-80.7% | $2,722-77.1% | $4,779-87.0% |
| Participant deferral / active EE | $1,639 | $4,206-61.0% | $3,402-51.8% | $5,609-70.8% |
| Admin fee / account holder | $6,904 | $5,734+20.4% | $3,590+92.3% | $10,827-36.2% |