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 | $21,111 | $92,222-77.1% | $76,768-72.5% | $135,375-84.4% |
| Participation rate | 95.7% | 79.8%+15.9pp | 77.0%+18.7pp | 82.6%+13.0pp |
| Annual return | -7.53% | 5.46%-13.0pp | 2.43%-10.0pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,174 | $3,216-32.4% | $2,485-12.5% | $4,779-54.5% |
| Participant deferral / active EE | $0 | $4,509-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $509 | $10,748-95.3% | $6,675-92.4% | $10,827-95.3% |