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 | $29,369 | $92,222-68.2% | $76,768-61.7% | $135,375-78.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -0.89% | 5.46%-6.4pp | 2.43%-3.3pp | 519.73%-520.6pp |
| Employer contribution / active EE | $4,431 | $3,216+37.8% | $2,485+78.3% | $4,779-7.3% |
| Participant deferral / active EE | $5,433 | $4,509+20.5% | $3,852+41.0% | $5,609-3.1% |
| Admin fee / account holder | $42,857 | $10,748+298.7% | $6,675+542.1% | $10,827+295.8% |