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 | $35,136 | $77,813-54.8% | $123,544-71.6% | $64,186-45.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.12% | 12.48%-15.6pp | 119.20%-122.3pp | 7.63%-10.8pp |
| Employer contribution / active EE | $3,622 | $3,014+20.2% | $4,628-21.7% | $2,381+52.1% |
| Participant deferral / active EE | $7,532 | $5,240+43.7% | $6,426+17.2% | $3,470+117.1% |
| Admin fee / account holder | $3,022 | $5,519-45.2% | $9,284-67.4% | $4,888-38.2% |