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 | $43,682 | $69,518-37.2% | $59,878-27.0% | $135,375-67.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.19% | 7.94%-13.1pp | 3.46%-8.6pp | 519.73%-524.9pp |
| Employer contribution / active EE | $3,011 | $3,235-6.9% | $2,722+10.6% | $4,779-37.0% |
| Participant deferral / active EE | $1,952 | $4,206-53.6% | $3,402-42.6% | $5,609-65.2% |
| Admin fee / account holder | $13,403 | $5,734+133.7% | $3,590+273.3% | $10,827+23.8% |