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 | $46,650 | $167,484-72.1% | $151,611-69.2% | $134,475-65.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.03% | 7.80%-19.8pp | 3.33%-15.4pp | 417.96%-430.0pp |
| Employer contribution / active EE | $4,938 | $6,829-27.7% | $6,166-19.9% | $4,740+4.2% |
| Participant deferral / active EE | $18,038 | $8,986+100.7% | $8,363+115.7% | $6,400+181.8% |
| Admin fee / account holder | $316,352 | $13,783+2195.3% | $11,616+2623.4% | $11,426+2668.7% |