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 | $29,628 | $45,566-35.0% | $64,105-53.8% | $59,632-50.3% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -1.54% | 4.95%-6.5pp | 791.24%-792.8pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $1,723 | $934+84.5% | $1,820-5.3% | $2,203-21.8% |
| Participant deferral / active EE | $2,031 | $2,057-1.3% | $2,822-28.0% | $3,192-36.4% |
| Admin fee / account holder | $582 | $3,268-82.2% | $4,499-87.1% | $4,297-86.5% |