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 | $29,006 | $107,791-73.1% | $90,645-68.0% | $135,375-78.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -8.56% | -0.90%-7.7pp | 1.88%-10.4pp | 519.73%-528.3pp |
| Employer contribution / active EE | $7,965 | $3,018+163.9% | $2,532+214.6% | $4,779+66.7% |
| Participant deferral / active EE | $4,232 | $3,872+9.3% | $3,425+23.6% | $5,609-24.5% |
| Admin fee / account holder | $874 | $5,930-85.3% | $4,994-82.5% | $10,827-91.9% |