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 | $21,206 | $67,331-68.5% | $60,874-65.2% | $134,475-84.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -10.25% | 49.93%-60.2pp | 16.90%-27.1pp | 417.96%-428.2pp |
| Employer contribution / active EE | $640 | $3,096-79.3% | $2,701-76.3% | $4,740-86.5% |
| Participant deferral / active EE | $1,121 | $4,538-75.3% | $3,817-70.6% | $6,400-82.5% |
| Admin fee / account holder | $1,396 | $4,582-69.5% | $3,224-56.7% | $11,426-87.8% |