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 | $36,789 | $57,354-35.9% | $83,848-56.1% | $64,186-42.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.92% | 11.38%-18.3pp | 850.88%-857.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $4,119 | $2,545+61.8% | $3,631+13.4% | $2,381+73.0% |
| Participant deferral / active EE | $3,491 | $2,993+16.6% | $4,082-14.5% | $3,470+0.6% |
| Admin fee / account holder | $608 | $4,046-85.0% | $5,478-88.9% | $4,888-87.6% |