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 | $24,908 | $95,193-73.8% | $76,523-67.5% | $135,375-81.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.33% | 4.85%-13.2pp | -0.27%-8.1pp | 519.73%-528.1pp |
| Employer contribution / active EE | $3,653 | $3,302+10.6% | $2,647+38.0% | $4,779-23.5% |
| Participant deferral / active EE | $12,458 | $4,639+168.5% | $3,835+224.8% | $5,609+122.1% |
| Admin fee / account holder | $3,023 | $6,249-51.6% | $4,848-37.6% | $10,827-72.1% |