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 | $43,481 | $84,527-48.6% | $67,711-35.8% | $125,391-65.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -0.34% | 2.57%-2.9pp | 25.41%-25.7pp | 282.22%-282.6pp |
| Employer contribution / active EE | $6,832 | $3,292+107.5% | $2,559+167.0% | $4,866+40.4% |
| Participant deferral / active EE | $4,518 | $4,429+2.0% | $3,585+26.0% | $5,352-15.6% |
| Admin fee / account holder | $66,812 | $5,340+1151.2% | $4,255+1470.3% | $9,540+600.3% |