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 | $31,889 | $69,518-54.1% | $59,878-46.7% | $135,375-76.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -3.63% | 7.94%-11.6pp | 3.46%-7.1pp | 519.73%-523.4pp |
| Employer contribution / active EE | $5,744 | $3,235+77.6% | $2,722+111.0% | $4,779+20.2% |
| Participant deferral / active EE | $7,850 | $4,206+86.7% | $3,402+130.8% | $5,609+40.0% |
| Admin fee / account holder | $621 | $5,734-89.2% | $3,590-82.7% | $10,827-94.3% |