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 | $41,085 | $158,817-74.1% | $121,196-66.1% | $135,375-69.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -6.79% | -0.64%-6.1pp | 16.93%-23.7pp | 519.73%-526.5pp |
| Employer contribution / active EE | $6,739 | $5,665+19.0% | $4,022+67.6% | $4,779+41.0% |
| Participant deferral / active EE | $2,950 | $4,005-26.3% | $3,344-11.8% | $5,609-47.4% |
| Admin fee / account holder | $1,302 | $6,512-80.0% | $5,019-74.1% | $10,827-88.0% |