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 7-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 | $20,540 | $140,578-85.4% | $100,671-79.6% | $125,391-83.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -0.88% | 24.67%-25.6pp | 20.43%-21.3pp | 282.22%-283.1pp |
| Employer contribution / active EE | $90 | $5,965-98.5% | $4,012-97.8% | $4,866-98.2% |
| Participant deferral / active EE | $561 | $3,981-85.9% | $3,144-82.2% | $5,352-89.5% |
| Admin fee / account holder | $2,125 | $6,716-68.4% | $4,850-56.2% | $9,540-77.7% |