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 | $37,404 | $85,790-56.4% | $67,313-44.4% | $135,375-72.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.16% | -0.54%-8.6pp | -4.08%-5.1pp | 519.73%-528.9pp |
| Employer contribution / active EE | $5,276 | $3,487+51.3% | $2,566+105.6% | $4,779+10.4% |
| Participant deferral / active EE | $2,139 | $4,651-54.0% | $3,568-40.1% | $5,609-61.9% |
| Admin fee / account holder | $1,554 | $6,392-75.7% | $4,507-65.5% | $10,827-85.6% |