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 | $37,623 | $52,681-28.6% | $75,781-50.4% | $59,632-36.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -0.66% | 2.95%-3.6pp | 9.68%-10.3pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $11,837 | $2,193+439.7% | $3,323+256.2% | $2,203+437.4% |
| Participant deferral / active EE | $2,571 | $2,591-0.7% | $3,651-29.6% | $3,192-19.4% |
| Admin fee / account holder | $6,427 | $3,610+78.0% | $5,299+21.3% | $4,297+49.6% |