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 | $27,367 | $92,222-70.3% | $76,768-64.4% | $135,375-79.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.54% | 5.46%-9.0pp | 2.43%-6.0pp | 519.73%-523.3pp |
| Employer contribution / active EE | $2,051 | $3,216-36.2% | $2,485-17.5% | $4,779-57.1% |
| Participant deferral / active EE | $2,479 | $4,509-45.0% | $3,852-35.6% | $5,609-55.8% |
| Admin fee / account holder | $36,177 | $10,748+236.6% | $6,675+442.0% | $10,827+234.1% |