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 | $32,198 | $69,518-53.7% | $59,878-46.2% | $135,375-76.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 0.35% | 7.94%-7.6pp | 3.46%-3.1pp | 519.73%-519.4pp |
| Employer contribution / active EE | $6,358 | $3,235+96.5% | $2,722+133.6% | $4,779+33.0% |
| Participant deferral / active EE | $4,834 | $4,206+14.9% | $3,402+42.1% | $5,609-13.8% |
| Admin fee / account holder | $334,699 | $5,734+5736.7% | $3,590+9222.3% | $10,827+2991.3% |