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 | $26,124 | $93,346-72.0% | $71,796-63.6% | $273,961-90.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 0.00% | 130.39%-130.4pp | 78.04%-78.0pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,564 | $2,733-42.8% | $1,924-18.7% | $4,869-67.9% |
| Participant deferral / active EE | $2,597 | $3,475-25.3% | $2,794-7.1% | $5,287-50.9% |
| Admin fee / account holder | $410 | $6,571-93.8% | $4,815-91.5% | $10,132-96.0% |