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 | $46,472 | $57,354-19.0% | $83,848-44.6% | $64,186-27.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -2.98% | 11.38%-14.4pp | 850.88%-853.9pp | 7.63%-10.6pp |
| Employer contribution / active EE | $2,795 | $2,545+9.8% | $3,631-23.0% | $2,381+17.4% |
| Participant deferral / active EE | $3,770 | $2,993+26.0% | $4,082-7.6% | $3,470+8.7% |
| Admin fee / account holder | $16,762 | $4,046+314.3% | $5,478+206.0% | $4,888+242.9% |