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 | $47,971 | $117,690-59.2% | $71,735-33.1% | $134,475-64.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -10.89% | 25.44%-36.3pp | 9.14%-20.0pp | 417.96%-428.9pp |
| Employer contribution / active EE | $10,475 | $2,525+314.9% | $1,704+514.8% | $4,740+121.0% |
| Participant deferral / active EE | $2,308 | $3,759-38.6% | $2,658-13.2% | $6,400-63.9% |
| Admin fee / account holder | $2,258 | $6,379-64.6% | $3,974-43.2% | $11,426-80.2% |