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 | $19,329 | $78,694-75.4% | $67,652-71.4% | $125,391-84.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.06% | 9.46%-10.5pp | 6625.04%-6626.1pp | 282.22%-283.3pp |
| Employer contribution / active EE | $2,467 | $3,044-18.9% | $2,266+8.9% | $4,866-49.3% |
| Participant deferral / active EE | $4,556 | $4,292+6.1% | $3,560+28.0% | $5,352-14.9% |
| Admin fee / account holder | $948 | $7,403-87.2% | $4,821-80.3% | $9,540-90.1% |