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 | $21,097 | $100,754-79.1% | $86,677-75.7% | $134,475-84.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -10.23% | 29.04%-39.3pp | 35.91%-46.1pp | 417.96%-428.2pp |
| Employer contribution / active EE | $1,859 | $3,489-46.7% | $2,836-34.5% | $4,740-60.8% |
| Participant deferral / active EE | $2,512 | $5,338-52.9% | $4,656-46.0% | $6,400-60.7% |
| Admin fee / account holder | $1,345 | $10,926-87.7% | $7,493-82.0% | $11,426-88.2% |