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 | $32,871 | $211,958-84.5% | $169,463-80.6% | $135,375-75.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.60% | 3.26%-8.9pp | 1.83%-7.4pp | 519.73%-525.3pp |
| Employer contribution / active EE | $2,500 | $5,120-51.2% | $4,159-39.9% | $4,779-47.7% |
| Participant deferral / active EE | $6,615 | $6,075+8.9% | $5,277+25.4% | $5,609+17.9% |
| Admin fee / account holder | $2,577 | $11,471-77.5% | $9,109-71.7% | $10,827-76.2% |