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 | $10,980 | $108,172-89.8% | $77,482-85.8% | $158,922-93.1% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 1.96% | 31.67%-29.7pp | 54.79%-52.8pp | 302.83%-300.9pp |
| Employer contribution / active EE | $273 | $1,325-79.4% | $986-72.3% | $4,761-94.3% |
| Participant deferral / active EE | $266 | $2,456-89.2% | $1,861-85.7% | $5,982-95.5% |
| Admin fee / account holder | $10,902 | $3,708+194.0% | $2,858+281.5% | $11,246-3.1% |