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 | $41,827 | $211,958-80.3% | $169,463-75.3% | $135,375-69.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.01% | 3.26%-8.3pp | 1.83%-6.8pp | 519.73%-524.7pp |
| Employer contribution / active EE | $6,776 | $5,120+32.3% | $4,159+62.9% | $4,779+41.8% |
| Participant deferral / active EE | $4,533 | $6,075-25.4% | $5,277-14.1% | $5,609-19.2% |
| Admin fee / account holder | $5,443 | $11,471-52.6% | $9,109-40.2% | $10,827-49.7% |