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 | $23,306 | $99,032-76.5% | $80,019-70.9% | $135,375-82.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.69% | 15.39%-21.1pp | 11.22%-16.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $5,221 | $3,043+71.6% | $2,468+111.6% | $4,779+9.3% |
| Participant deferral / active EE | $4,842 | $4,282+13.1% | $3,686+31.4% | $5,609-13.7% |
| Admin fee / account holder | $11,372 | $10,436+9.0% | $6,521+74.4% | $10,827+5.0% |