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 | $14,279 | $97,044-85.3% | $83,333-82.9% | $135,375-89.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.79% | 12.31%-19.1pp | 10.63%-17.4pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,765 | $4,143-57.4% | $3,379-47.8% | $4,779-63.1% |
| Participant deferral / active EE | $2,104 | $5,964-64.7% | $5,565-62.2% | $5,609-62.5% |
| Admin fee / account holder | $2,537 | $8,380-69.7% | $7,510-66.2% | $10,827-76.6% |