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 | $24,340 | $127,100-80.8% | $105,738-77.0% | $135,375-82.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -5.84% | 4.49%-10.3pp | 6.27%-12.1pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,489 | $4,107-39.4% | $3,268-23.8% | $4,779-47.9% |
| Participant deferral / active EE | $6,644 | $5,064+31.2% | $4,080+62.8% | $5,609+18.5% |
| Admin fee / account holder | $8,104 | $9,087-10.8% | $6,913+17.2% | $10,827-25.2% |