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 | $22,233 | $97,044-77.1% | $83,333-73.3% | $135,375-83.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.43% | 12.31%-19.7pp | 10.63%-18.1pp | 519.73%-527.2pp |
| Employer contribution / active EE | $3,977 | $4,143-4.0% | $3,379+17.7% | $4,779-16.8% |
| Participant deferral / active EE | $8,177 | $5,964+37.1% | $5,565+46.9% | $5,609+45.8% |
| Admin fee / account holder | $350 | $8,380-95.8% | $7,510-95.3% | $10,827-96.8% |