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 | $29,117 | $97,044-70.0% | $83,333-65.1% | $135,375-78.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.92% | 12.31%-20.2pp | 10.63%-18.6pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,764 | $4,143-57.4% | $3,379-47.8% | $4,779-63.1% |
| Participant deferral / active EE | $4,614 | $5,964-22.6% | $5,565-17.1% | $5,609-17.7% |
| Admin fee / account holder | $1,167 | $8,380-86.1% | $7,510-84.5% | $10,827-89.2% |