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 | $44,828 | $211,958-78.9% | $169,463-73.5% | $135,375-66.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.91% | 3.26%-8.2pp | 1.83%-6.7pp | 519.73%-524.6pp |
| Employer contribution / active EE | $2,699 | $5,120-47.3% | $4,159-35.1% | $4,779-43.5% |
| Participant deferral / active EE | $11,379 | $6,075+87.3% | $5,277+115.6% | $5,609+102.9% |
| Admin fee / account holder | $404 | $11,471-96.5% | $9,109-95.6% | $10,827-96.3% |