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 | $53,255 | $167,307-68.2% | $143,757-63.0% | $134,475-60.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.06% | 0.46%-7.5pp | -0.04%-7.0pp | 417.96%-425.0pp |
| Employer contribution / active EE | $8,193 | $5,619+45.8% | $4,951+65.5% | $4,740+72.9% |
| Participant deferral / active EE | $3,923 | $6,446-39.1% | $5,637-30.4% | $6,400-38.7% |
| Admin fee / account holder | $515 | $18,088-97.2% | $14,673-96.5% | $11,426-95.5% |