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 | $28,000 | $97,044-71.1% | $83,333-66.4% | $135,375-79.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -1.36% | 12.31%-13.7pp | 10.63%-12.0pp | 519.73%-521.1pp |
| Employer contribution / active EE | $1,246 | $4,143-69.9% | $3,379-63.1% | $4,779-73.9% |
| Participant deferral / active EE | $2,557 | $5,964-57.1% | $5,565-54.0% | $5,609-54.4% |
| Admin fee / account holder | $60,184 | $8,380+618.2% | $7,510+701.3% | $10,827+455.9% |