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 | $25,507 | $73,867-65.5% | $143,757-82.3% | $68,494-62.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.81% | 1.01%-17.8pp | -0.04%-16.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $6,395 | $3,184+100.8% | $4,951+29.2% | $2,596+146.3% |
| Participant deferral / active EE | $2,920 | $3,384-13.7% | $5,637-48.2% | $4,027-27.5% |
| Admin fee / account holder | $899 | $5,755-84.4% | $14,673-93.9% | $5,403-83.4% |