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 | $34,970 | $95,193-63.3% | $76,523-54.3% | $135,375-74.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.94% | 4.85%-13.8pp | -0.27%-8.7pp | 519.73%-528.7pp |
| Employer contribution / active EE | $10,972 | $3,302+232.2% | $2,647+314.5% | $4,779+129.6% |
| Participant deferral / active EE | $6,874 | $4,639+48.2% | $3,835+79.2% | $5,609+22.6% |
| Admin fee / account holder | $600 | $6,249-90.4% | $4,848-87.6% | $10,827-94.5% |