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 | $24,146 | $69,010-65.0% | $159,960-84.9% | $68,494-64.7% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -15.41% | -9.65%-5.8pp | 408.60%-424.0pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,821 | $2,213+27.5% | $4,226-33.2% | $2,596+8.7% |
| Participant deferral / active EE | $5,500 | $4,212+30.6% | $6,182-11.0% | $4,027+36.6% |
| Admin fee / account holder | $472 | $4,798-90.2% | $8,698-94.6% | $5,403-91.3% |