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 | $38,587 | $140,588-72.6% | $123,104-68.7% | $125,391-69.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.94% | 16.80%-19.7pp | 13.22%-16.2pp | 282.22%-285.2pp |
| Employer contribution / active EE | $4,903 | $6,041-18.9% | $5,151-4.8% | $4,866+0.8% |
| Participant deferral / active EE | $7,770 | $6,980+11.3% | $6,230+24.7% | $5,352+45.2% |
| Admin fee / account holder | $557 | $11,198-95.0% | $9,015-93.8% | $9,540-94.2% |