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 | $34,473 | $95,971-64.1% | $74,550-53.8% | $135,375-74.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -2.71% | 56.96%-59.7pp | 32.53%-35.2pp | 519.73%-522.4pp |
| Employer contribution / active EE | $2,470 | $2,716-9.1% | $1,961+26.0% | $4,779-48.3% |
| Participant deferral / active EE | $3,771 | $3,843-1.9% | $3,108+21.3% | $5,609-32.8% |
| Admin fee / account holder | $57,450 | $6,522+780.9% | $5,060+1035.5% | $10,827+430.6% |