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 | $23,043 | $211,958-89.1% | $169,463-86.4% | $135,375-83.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.34% | 3.26%-10.6pp | 1.83%-9.2pp | 519.73%-527.1pp |
| Employer contribution / active EE | $2,899 | $5,120-43.4% | $4,159-30.3% | $4,779-39.3% |
| Participant deferral / active EE | $2,320 | $6,075-61.8% | $5,277-56.0% | $5,609-58.6% |
| Admin fee / account holder | $1,497 | $11,471-87.0% | $9,109-83.6% | $10,827-86.2% |