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 | $33,053 | $106,115-68.9% | $85,969-61.6% | $125,391-73.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -3.04% | 13.93%-17.0pp | 9.32%-12.4pp | 282.22%-285.3pp |
| Employer contribution / active EE | $8,251 | $4,537+81.9% | $3,474+137.5% | $4,866+69.6% |
| Participant deferral / active EE | $7,976 | $4,859+64.1% | $3,829+108.3% | $5,352+49.0% |
| Admin fee / account holder | $388 | $8,144-95.2% | $6,053-93.6% | $9,540-95.9% |