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 | $24,961 | $77,813-67.9% | $123,544-79.8% | $64,186-61.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.92% | 12.48%-19.4pp | 119.20%-126.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $5,935 | $3,014+96.9% | $4,628+28.2% | $2,381+149.3% |
| Participant deferral / active EE | $3,198 | $5,240-39.0% | $6,426-50.2% | $3,470-7.8% |
| Admin fee / account holder | $525 | $5,519-90.5% | $9,284-94.3% | $4,888-89.3% |