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 | $20,535 | $92,222-77.7% | $76,768-73.3% | $135,375-84.8% |
| Participation rate | 95.0% | 79.8%+15.2pp | 77.0%+18.0pp | 82.6%+12.4pp |
| Annual return | -4.69% | 5.46%-10.2pp | 2.43%-7.1pp | 519.73%-524.4pp |
| Employer contribution / active EE | $3,532 | $3,216+9.8% | $2,485+42.1% | $4,779-26.1% |
| Participant deferral / active EE | $6,992 | $4,509+55.1% | $3,852+81.5% | $5,609+24.7% |
| Admin fee / account holder | $5,779 | $10,748-46.2% | $6,675-13.4% | $10,827-46.6% |