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 | $47,920 | $84,695-43.4% | $73,843-35.1% | $125,391-61.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.08% | 3123.53%-3123.4pp | 2267.84%-2267.8pp | 282.22%-282.1pp |
| Employer contribution / active EE | $4,872 | $3,123+56.0% | $2,787+74.8% | $4,866+0.1% |
| Participant deferral / active EE | $2,152 | $3,992-46.1% | $3,583-40.0% | $5,352-59.8% |
| Admin fee / account holder | $1,136 | $5,691-80.0% | $4,880-76.7% | $9,540-88.1% |