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 | $66,840 | $127,100-47.4% | $105,738-36.8% | $135,375-50.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -4.04% | 4.49%-8.5pp | 6.27%-10.3pp | 519.73%-523.8pp |
| Employer contribution / active EE | $1,258 | $4,107-69.4% | $3,268-61.5% | $4,779-73.7% |
| Participant deferral / active EE | $2,997 | $5,064-40.8% | $4,080-26.5% | $5,609-46.6% |
| Admin fee / account holder | $2,015 | $9,087-77.8% | $6,913-70.9% | $10,827-81.4% |