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 | $34,231 | $127,100-73.1% | $105,738-67.6% | $135,375-74.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -4.59% | 4.49%-9.1pp | 6.27%-10.9pp | 519.73%-524.3pp |
| Employer contribution / active EE | $6,715 | $4,107+63.5% | $3,268+105.5% | $4,779+40.5% |
| Participant deferral / active EE | $4,045 | $5,064-20.1% | $4,080-0.9% | $5,609-27.9% |
| Admin fee / account holder | $4,125 | $9,087-54.6% | $6,913-40.3% | $10,827-61.9% |