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 | $16,479 | $47,944-65.6% | $67,834-75.7% | $62,891-73.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 10.79% | 11.77%-1.0pp | 138.47%-127.7pp | 20.14%-9.3pp |
| Employer contribution / active EE | $4,844 | $1,562+210.1% | $2,403+101.6% | $2,281+112.4% |
| Participant deferral / active EE | $1,283 | $2,247-42.9% | $3,160-59.4% | $3,203-59.9% |
| Admin fee / account holder | $384 | $3,712-89.6% | $4,622-91.7% | $4,296-91.1% |