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 | $23,430 | $91,037-74.3% | $71,671-67.3% | $147,584-84.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 0.00% | 20.48%-20.5pp | 20.65%-20.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $22,653 | $3,327+580.8% | $2,460+820.9% | $4,876+364.5% |
| Participant deferral / active EE | $2,509 | $4,498-44.2% | $3,438-27.0% | $5,439-53.9% |
| Admin fee / account holder | $3,560 | $8,613-58.7% | $5,558-36.0% | $10,885-67.3% |