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 | $20,622 | $87,540-76.4% | $75,781-72.8% | $125,391-83.6% |
| Participation rate | 83.3% | 80.2%+3.2pp | 75.8%+7.5pp | 83.2%+0.1pp |
| Annual return | -1.59% | 13.48%-15.1pp | 9.68%-11.3pp | 282.22%-283.8pp |
| Employer contribution / active EE | $2,993 | $3,930-23.9% | $3,323-10.0% | $4,866-38.5% |
| Participant deferral / active EE | $8,176 | $4,229+93.3% | $3,651+123.9% | $5,352+52.8% |
| Admin fee / account holder | $748 | $6,502-88.5% | $5,299-85.9% | $9,540-92.2% |