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 | $26,351 | $82,286-68.0% | $68,791-61.7% | $134,475-80.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -12.79% | -2.19%-10.6pp | -6.38%-6.4pp | 417.96%-430.8pp |
| Employer contribution / active EE | $3,605 | $3,301+9.2% | $2,655+35.8% | $4,740-23.9% |
| Participant deferral / active EE | $6,442 | $4,739+36.0% | $3,941+63.5% | $6,400+0.7% |
| Admin fee / account holder | $17,350 | $6,481+167.7% | $4,932+251.8% | $11,426+51.8% |