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 | $21,348 | $211,958-89.9% | $169,463-87.4% | $135,375-84.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.87% | 3.26%-10.1pp | 1.83%-8.7pp | 519.73%-526.6pp |
| Employer contribution / active EE | $2,112 | $5,120-58.7% | $4,159-49.2% | $4,779-55.8% |
| Participant deferral / active EE | $2,174 | $6,075-64.2% | $5,277-58.8% | $5,609-61.2% |
| Admin fee / account holder | $8,967 | $11,471-21.8% | $9,109-1.6% | $10,827-17.2% |