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 | $43,858 | $84,527-48.1% | $67,711-35.2% | $125,391-65.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -1.70% | 2.57%-4.3pp | 25.41%-27.1pp | 282.22%-283.9pp |
| Employer contribution / active EE | $7,454 | $3,292+126.4% | $2,559+191.3% | $4,866+53.2% |
| Participant deferral / active EE | $4,669 | $4,429+5.4% | $3,585+30.2% | $5,352-12.8% |
| Admin fee / account holder | $24,764 | $5,340+363.8% | $4,255+482.0% | $9,540+159.6% |