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 | $42,392 | $211,958-80.0% | $169,463-75.0% | $135,375-68.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -2.18% | 3.26%-5.4pp | 1.83%-4.0pp | 519.73%-521.9pp |
| Employer contribution / active EE | $17,950 | $5,120+250.6% | $4,159+331.6% | $4,779+275.6% |
| Participant deferral / active EE | $12,000 | $6,075+97.5% | $5,277+127.4% | $5,609+114.0% |
| Admin fee / account holder | $14,213 | $11,471+23.9% | $9,109+56.0% | $10,827+31.3% |