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 | $34,632 | $99,032-65.0% | $80,019-56.7% | $135,375-74.4% |
| Participation rate | 95.2% | 78.4%+16.9pp | 75.8%+19.4pp | 82.6%+12.6pp |
| Annual return | -7.11% | 15.39%-22.5pp | 11.22%-18.3pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,480 | $3,043-51.4% | $2,468-40.0% | $4,779-69.0% |
| Participant deferral / active EE | $4,052 | $4,282-5.4% | $3,686+9.9% | $5,609-27.8% |
| Admin fee / account holder | $579 | $10,436-94.5% | $6,521-91.1% | $10,827-94.7% |