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 | $57,917 | $211,958-72.7% | $169,463-65.8% | $135,375-57.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.44% | 3.26%-6.7pp | 1.83%-5.3pp | 519.73%-523.2pp |
| Employer contribution / active EE | $3,135 | $5,120-38.8% | $4,159-24.6% | $4,779-34.4% |
| Participant deferral / active EE | $3,135 | $6,075-48.4% | $5,277-40.6% | $5,609-44.1% |
| Admin fee / account holder | $33,256 | $11,471+189.9% | $9,109+265.1% | $10,827+207.2% |