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 | $36,176 | $48,050-24.7% | $85,969-57.9% | $59,632-39.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 76.5%+23.5pp | 68.7%+31.3pp |
| Annual return | -0.85% | 0.29%-1.1pp | 9.32%-10.2pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $579 | $1,640-64.7% | $3,474-83.3% | $2,203-73.7% |
| Participant deferral / active EE | $3,182 | $2,249+41.5% | $3,829-16.9% | $3,192-0.3% |
| Admin fee / account holder | $6,968 | $3,206+117.3% | $6,053+15.1% | $4,297+62.2% |