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 | $21,185 | $50,958-58.4% | $74,550-71.6% | $64,186-67.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 1.54% | -1.86%+3.4pp | 32.53%-31.0pp | 7.63%-6.1pp |
| Employer contribution / active EE | $1,809 | $1,115+62.2% | $1,961-7.7% | $2,381-24.0% |
| Participant deferral / active EE | $2,780 | $2,301+20.8% | $3,108-10.6% | $3,470-19.9% |
| Admin fee / account holder | $39,309 | $4,223+830.9% | $5,060+676.9% | $4,888+704.2% |