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 | $20,637 | $93,024-77.8% | $77,024-73.2% | $134,475-84.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -7.51% | 62.60%-70.1pp | 42.32%-49.8pp | 417.96%-425.5pp |
| Employer contribution / active EE | $1,022 | $3,418-70.1% | $2,812-63.7% | $4,740-78.4% |
| Participant deferral / active EE | $2,632 | $5,238-49.8% | $4,426-40.5% | $6,400-58.9% |
| Admin fee / account holder | $69,758 | $6,944+904.6% | $5,425+1185.8% | $11,426+510.5% |