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 9-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 | $51,696 | $84,527-38.8% | $67,711-23.7% | $125,391-58.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -2.34% | 2.57%-4.9pp | 25.41%-27.7pp | 282.22%-284.6pp |
| Employer contribution / active EE | $3,019 | $3,292-8.3% | $2,559+18.0% | $4,866-38.0% |
| Participant deferral / active EE | $7,108 | $4,429+60.5% | $3,585+98.3% | $5,352+32.8% |
| Admin fee / account holder | $505 | $5,340-90.5% | $4,255-88.1% | $9,540-94.7% |