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 7-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 | $30,037 | $97,044-69.0% | $83,333-64.0% | $135,375-77.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.20% | 12.31%-18.5pp | 10.63%-16.8pp | 519.73%-525.9pp |
| Employer contribution / active EE | $422 | $4,143-89.8% | $3,379-87.5% | $4,779-91.2% |
| Participant deferral / active EE | $3,925 | $5,964-34.2% | $5,565-29.5% | $5,609-30.0% |
| Admin fee / account holder | $5,557 | $8,380-33.7% | $7,510-26.0% | $10,827-48.7% |