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 | $34,888 | $211,958-83.5% | $169,463-79.4% | $135,375-74.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -0.63% | 3.26%-3.9pp | 1.83%-2.5pp | 519.73%-520.4pp |
| Employer contribution / active EE | $1,775 | $5,120-65.3% | $4,159-57.3% | $4,779-62.9% |
| Participant deferral / active EE | $4,770 | $6,075-21.5% | $5,277-9.6% | $5,609-15.0% |
| Admin fee / account holder | $33,101 | $11,471+188.6% | $9,109+263.4% | $10,827+205.7% |