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 | $18,135 | $140,578-87.1% | $100,671-82.0% | $125,391-85.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -1.43% | 24.67%-26.1pp | 20.43%-21.9pp | 282.22%-283.7pp |
| Employer contribution / active EE | $799 | $5,965-86.6% | $4,012-80.1% | $4,866-83.6% |
| Participant deferral / active EE | $1,739 | $3,981-56.3% | $3,144-44.7% | $5,352-67.5% |
| Admin fee / account holder | $1,982 | $6,716-70.5% | $4,850-59.1% | $9,540-79.2% |