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 8-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 | $13,581 | $93,024-85.4% | $77,024-82.4% | $134,475-89.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -5.45% | 62.60%-68.1pp | 42.32%-47.8pp | 417.96%-423.4pp |
| Employer contribution / active EE | $467 | $3,418-86.3% | $2,812-83.4% | $4,740-90.1% |
| Participant deferral / active EE | $4,783 | $5,238-8.7% | $4,426+8.1% | $6,400-25.3% |
| Admin fee / account holder | $84,954 | $6,944+1123.4% | $5,425+1465.9% | $11,426+643.5% |