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 | $29,177 | $158,817-81.6% | $121,196-75.9% | $135,375-78.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -3.98% | -0.64%-3.3pp | 16.93%-20.9pp | 519.73%-523.7pp |
| Employer contribution / active EE | $2,324 | $5,665-59.0% | $4,022-42.2% | $4,779-51.4% |
| Participant deferral / active EE | $4,097 | $4,005+2.3% | $3,344+22.5% | $5,609-27.0% |
| Admin fee / account holder | $3,381 | $6,512-48.1% | $5,019-32.6% | $10,827-68.8% |