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 | $30,513 | $78,694-61.2% | $67,652-54.9% | $125,391-75.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.31% | 9.46%-9.8pp | 6625.04%-6625.4pp | 282.22%-282.5pp |
| Employer contribution / active EE | $1,173 | $3,044-61.5% | $2,266-48.2% | $4,866-75.9% |
| Participant deferral / active EE | $1,874 | $4,292-56.3% | $3,560-47.4% | $5,352-65.0% |
| Admin fee / account holder | $699 | $7,403-90.6% | $4,821-85.5% | $9,540-92.7% |