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 | $18,518 | $87,540-78.8% | $75,781-75.6% | $125,391-85.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.00% | 13.48%-13.5pp | 9.68%-9.7pp | 282.22%-282.2pp |
| Employer contribution / active EE | $19,649 | $3,930+400.0% | $3,323+491.2% | $4,866+303.8% |
| Participant deferral / active EE | $1,052 | $4,229-75.1% | $3,651-71.2% | $5,352-80.4% |
| Admin fee / account holder | $2,029 | $6,502-68.8% | $5,299-61.7% | $9,540-78.7% |