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 | $65,452 | $211,958-69.1% | $169,463-61.4% | $135,375-51.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.43% | 3.26%-10.7pp | 1.83%-9.3pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,628 | $5,120-48.7% | $4,159-36.8% | $4,779-45.0% |
| Participant deferral / active EE | $8,533 | $6,075+40.5% | $5,277+61.7% | $5,609+52.1% |
| Admin fee / account holder | $339 | $11,471-97.0% | $9,109-96.3% | $10,827-96.9% |