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 | $28,453 | $127,100-77.6% | $105,738-73.1% | $135,375-79.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -5.16% | 4.49%-9.7pp | 6.27%-11.4pp | 519.73%-524.9pp |
| Employer contribution / active EE | $2,333 | $4,107-43.2% | $3,268-28.6% | $4,779-51.2% |
| Participant deferral / active EE | $2,807 | $5,064-44.6% | $4,080-31.2% | $5,609-50.0% |
| Admin fee / account holder | $553 | $9,087-93.9% | $6,913-92.0% | $10,827-94.9% |