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 | $22,197 | $45,566-51.3% | $64,105-65.4% | $59,632-62.8% |
| Participation rate | 97.3% | 60.2%+37.1pp | 68.2%+29.1pp | 68.7%+28.6pp |
| Annual return | -2.50% | 4.95%-7.4pp | 791.24%-793.7pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $4,107 | $934+339.7% | $1,820+125.7% | $2,203+86.5% |
| Participant deferral / active EE | $2,122 | $2,057+3.2% | $2,822-24.8% | $3,192-33.5% |
| Admin fee / account holder | $312 | $3,268-90.4% | $4,499-93.1% | $4,297-92.7% |