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 | $19,805 | $97,044-79.6% | $83,333-76.2% | $135,375-85.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -1.52% | 12.31%-13.8pp | 10.63%-12.2pp | 519.73%-521.3pp |
| Employer contribution / active EE | $2,409 | $4,143-41.9% | $3,379-28.7% | $4,779-49.6% |
| Participant deferral / active EE | $5,680 | $5,964-4.8% | $5,565+2.1% | $5,609+1.3% |
| Admin fee / account holder | $515 | $8,380-93.9% | $7,510-93.1% | $10,827-95.2% |