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 | $45,617 | $211,958-78.5% | $169,463-73.1% | $135,375-66.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.01% | 3.26%-11.3pp | 1.83%-9.8pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,620 | $5,120-68.4% | $4,159-61.0% | $4,779-66.1% |
| Participant deferral / active EE | $12,791 | $6,075+110.5% | $5,277+142.4% | $5,609+128.0% |
| Admin fee / account holder | $763 | $11,471-93.3% | $9,109-91.6% | $10,827-93.0% |