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 | $38,682 | $99,032-60.9% | $80,019-51.7% | $135,375-71.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -1.12% | 15.39%-16.5pp | 11.22%-12.3pp | 519.73%-520.9pp |
| Employer contribution / active EE | $2,320 | $3,043-23.8% | $2,468-6.0% | $4,779-51.5% |
| Participant deferral / active EE | $9,500 | $4,282+121.9% | $3,686+157.8% | $5,609+69.4% |
| Admin fee / account holder | $76,681 | $10,436+634.8% | $6,521+1075.9% | $10,827+608.2% |