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 | $20,969 | $41,981-50.1% | $63,412-66.9% | $59,632-64.8% |
| Participation rate | 100.0% | 60.3%+39.7pp | 67.1%+32.9pp | 68.7%+31.3pp |
| Annual return | -0.73% | 13.04%-13.8pp | 4.04%-4.8pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $2,102 | $1,287+63.3% | $1,814+15.9% | $2,203-4.5% |
| Participant deferral / active EE | $1,705 | $2,002-14.8% | $2,496-31.7% | $3,192-46.6% |
| Admin fee / account holder | $1,273 | $3,509-63.7% | $3,753-66.1% | $4,297-70.4% |