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 | $21,213 | $211,958-90.0% | $169,463-87.5% | $135,375-84.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.54% | 3.26%-7.8pp | 1.83%-6.4pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,853 | $5,120-63.8% | $4,159-55.5% | $4,779-61.2% |
| Participant deferral / active EE | $1,484 | $6,075-75.6% | $5,277-71.9% | $5,609-73.5% |
| Admin fee / account holder | $3,708 | $11,471-67.7% | $9,109-59.3% | $10,827-65.8% |