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 | $64,575 | $211,958-69.5% | $169,463-61.9% | $135,375-52.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.85% | 3.26%-11.1pp | 1.83%-9.7pp | 519.73%-527.6pp |
| Employer contribution / active EE | $500 | $5,120-90.2% | $4,159-88.0% | $4,779-89.5% |
| Participant deferral / active EE | $5,182 | $6,075-14.7% | $5,277-1.8% | $5,609-7.6% |
| Admin fee / account holder | $561 | $11,471-95.1% | $9,109-93.8% | $10,827-94.8% |