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 | $44,376 | $69,518-36.2% | $59,878-25.9% | $135,375-67.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -1.39% | 7.94%-9.3pp | 3.46%-4.8pp | 519.73%-521.1pp |
| Employer contribution / active EE | $2,374 | $3,235-26.6% | $2,722-12.8% | $4,779-50.3% |
| Participant deferral / active EE | $2,374 | $4,206-43.6% | $3,402-30.2% | $5,609-57.7% |
| Admin fee / account holder | $987 | $5,734-82.8% | $3,590-72.5% | $10,827-90.9% |