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 | $30,787 | $97,044-68.3% | $83,333-63.1% | $135,375-77.3% |
| Participation rate | 90.9% | 80.4%+10.5pp | 77.8%+13.1pp | 82.6%+8.3pp |
| Annual return | -8.39% | 12.31%-20.7pp | 10.63%-19.0pp | 519.73%-528.1pp |
| Employer contribution / active EE | $4,887 | $4,143+18.0% | $3,379+44.6% | $4,779+2.3% |
| Participant deferral / active EE | $4,456 | $5,964-25.3% | $5,565-19.9% | $5,609-20.5% |
| Admin fee / account holder | $811 | $8,380-90.3% | $7,510-89.2% | $10,827-92.5% |