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 | $39,362 | $211,958-81.4% | $169,463-76.8% | $135,375-70.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.62% | 3.26%-11.9pp | 1.83%-10.5pp | 519.73%-528.4pp |
| Employer contribution / active EE | $2,587 | $5,120-49.5% | $4,159-37.8% | $4,779-45.9% |
| Participant deferral / active EE | $4,762 | $6,075-21.6% | $5,277-9.8% | $5,609-15.1% |
| Admin fee / account holder | $2,052 | $11,471-82.1% | $9,109-77.5% | $10,827-81.0% |