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 | $37,875 | $211,958-82.1% | $169,463-77.7% | $135,375-72.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.74% | 3.26%-12.0pp | 1.83%-10.6pp | 519.73%-528.5pp |
| Employer contribution / active EE | $2,242 | $5,120-56.2% | $4,159-46.1% | $4,779-53.1% |
| Participant deferral / active EE | $4,733 | $6,075-22.1% | $5,277-10.3% | $5,609-15.6% |
| Admin fee / account holder | $3,207 | $11,471-72.0% | $9,109-64.8% | $10,827-70.4% |