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 | $20,366 | $57,354-64.5% | $83,848-75.7% | $64,186-68.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -4.68% | 11.38%-16.1pp | 850.88%-855.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $659 | $2,545-74.1% | $3,631-81.8% | $2,381-72.3% |
| Participant deferral / active EE | $1,492 | $2,993-50.2% | $4,082-63.4% | $3,470-57.0% |
| Admin fee / account holder | $2,417 | $4,046-40.3% | $5,478-55.9% | $4,888-50.6% |