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 | $19,032 | $106,890-82.2% | $84,015-77.3% | $152,861-87.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 14.66% | 104.99%-90.3pp | 71.31%-56.6pp | 345.32%-330.7pp |
| Employer contribution / active EE | $1,464 | $2,734-46.5% | $1,983-26.2% | $4,762-69.3% |
| Participant deferral / active EE | $1,986 | $4,011-50.5% | $3,239-38.7% | $5,850-66.1% |
| Admin fee / account holder | $41,444 | $8,285+400.2% | $6,101+579.3% | $11,596+257.4% |