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 | $29,438 | $52,681-44.1% | $75,781-61.2% | $59,632-50.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -0.11% | 2.95%-3.1pp | 9.68%-9.8pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $2,691 | $2,193+22.7% | $3,323-19.0% | $2,203+22.2% |
| Participant deferral / active EE | $3,615 | $2,591+39.5% | $3,651-1.0% | $3,192+13.3% |
| Admin fee / account holder | $899 | $3,610-75.1% | $5,299-83.0% | $4,297-79.1% |