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 | $47,448 | $167,484-71.7% | $151,611-68.7% | $134,475-64.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -3.93% | 7.80%-11.7pp | 3.33%-7.3pp | 417.96%-421.9pp |
| Employer contribution / active EE | $7,943 | $6,829+16.3% | $6,166+28.8% | $4,740+67.6% |
| Participant deferral / active EE | $9,127 | $8,986+1.6% | $8,363+9.1% | $6,400+42.6% |
| Admin fee / account holder | $135,185 | $13,783+880.8% | $11,616+1063.8% | $11,426+1083.1% |