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 | $12,048 | $95,193-87.3% | $76,523-84.3% | $135,375-91.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.07% | 4.85%-10.9pp | -0.27%-5.8pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,756 | $3,302-46.8% | $2,647-33.7% | $4,779-63.3% |
| Participant deferral / active EE | $2,653 | $4,639-42.8% | $3,835-30.8% | $5,609-52.7% |
| Admin fee / account holder | $1,051 | $6,249-83.2% | $4,848-78.3% | $10,827-90.3% |