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 | $37,551 | $45,863-18.1% | $77,024-51.2% | $68,494-45.2% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -16.28% | 1.72%-18.0pp | 42.32%-58.6pp | -7.84%-8.4pp |
| Employer contribution / active EE | $7,447 | $1,650+351.4% | $2,812+164.8% | $2,596+186.8% |
| Participant deferral / active EE | $1,137 | $2,962-61.6% | $4,426-74.3% | $4,027-71.8% |
| Admin fee / account holder | $4,192 | $3,041+37.9% | $5,425-22.7% | $5,403-22.4% |