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 | $41,842 | $175,600-76.2% | $129,110-67.6% | $134,475-68.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -19.43% | -11.39%-8.0pp | -10.94%-8.5pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,674 | $6,355-57.9% | $5,052-47.1% | $4,740-43.6% |
| Participant deferral / active EE | $6,627 | $7,975-16.9% | $6,542+1.3% | $6,400+3.5% |
| Admin fee / account holder | $1,929 | $23,567-91.8% | $14,302-86.5% | $11,426-83.1% |