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 | $21,755 | $107,015-79.7% | $73,545-70.4% | $147,584-85.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 8.18% | 38.25%-30.1pp | -15.16%+23.3pp | 578.55%-570.4pp |
| Employer contribution / active EE | $1,868 | $1,760+6.1% | $1,219+53.2% | $4,876-61.7% |
| Participant deferral / active EE | $4,794 | $2,462+94.8% | $1,806+165.4% | $5,439-11.9% |
| Admin fee / account holder | $81,127 | $3,055+2555.5% | $2,320+3397.3% | $10,885+645.3% |