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 | $37,965 | $99,032-61.7% | $80,019-52.6% | $135,375-72.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -2.87% | 15.39%-18.3pp | 11.22%-14.1pp | 519.73%-522.6pp |
| Employer contribution / active EE | $1,017 | $3,043-66.6% | $2,468-58.8% | $4,779-78.7% |
| Participant deferral / active EE | $1,564 | $4,282-63.5% | $3,686-57.6% | $5,609-72.1% |
| Admin fee / account holder | $322 | $10,436-96.9% | $6,521-95.1% | $10,827-97.0% |