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 | $34,740 | $211,958-83.6% | $169,463-79.5% | $135,375-74.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.19% | 3.26%-8.5pp | 1.83%-7.0pp | 519.73%-524.9pp |
| Employer contribution / active EE | $814 | $5,120-84.1% | $4,159-80.4% | $4,779-83.0% |
| Participant deferral / active EE | $3,492 | $6,075-42.5% | $5,277-33.8% | $5,609-37.7% |
| Admin fee / account holder | $1,393 | $11,471-87.9% | $9,109-84.7% | $10,827-87.1% |