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 | $26,833 | $167,484-84.0% | $151,611-82.3% | $134,475-80.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -6.01% | 7.80%-13.8pp | 3.33%-9.3pp | 417.96%-424.0pp |
| Employer contribution / active EE | $2,728 | $6,829-60.1% | $6,166-55.8% | $4,740-42.5% |
| Participant deferral / active EE | $5,886 | $8,986-34.5% | $8,363-29.6% | $6,400-8.0% |
| Admin fee / account holder | $4,959 | $13,783-64.0% | $11,616-57.3% | $11,426-56.6% |