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 | $39,150 | $32,117+21.9% | $71,086-44.9% | $64,186-39.0% |
| Participation rate | 100.0% | 42.7%+57.3pp | 54.7%+45.3pp | 69.6%+30.4pp |
| Annual return | -3.88% | -5.57%+1.7pp | 650.59%-654.5pp | 7.63%-11.5pp |
| Employer contribution / active EE | $4,131 | $712+480.0% | $1,088+279.8% | $2,381+73.5% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $1,874-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,213 | $2,759-56.0% | $3,082-60.6% | $4,888-75.2% |