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 | $55,400 | $97,044-42.9% | $83,333-33.5% | $135,375-59.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.37% | 12.31%-19.7pp | 10.63%-18.0pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,779 | $4,143-57.1% | $3,379-47.4% | $4,779-62.8% |
| Participant deferral / active EE | $5,328 | $5,964-10.7% | $5,565-4.3% | $5,609-5.0% |
| Admin fee / account holder | $416 | $8,380-95.0% | $7,510-94.5% | $10,827-96.2% |