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 | $39,685 | $211,958-81.3% | $169,463-76.6% | $135,375-70.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.30% | 3.26%-10.6pp | 1.83%-9.1pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,193 | $5,120-57.2% | $4,159-47.3% | $4,779-54.1% |
| Participant deferral / active EE | $4,484 | $6,075-26.2% | $5,277-15.0% | $5,609-20.1% |
| Admin fee / account holder | $909 | $11,471-92.1% | $9,109-90.0% | $10,827-91.6% |