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 | $23,948 | $57,354-58.2% | $83,848-71.4% | $64,186-62.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -7.93% | 11.38%-19.3pp | 850.88%-858.8pp | 7.63%-15.6pp |
| Employer contribution / active EE | $3,622 | $2,545+42.3% | $3,631-0.2% | $2,381+52.1% |
| Participant deferral / active EE | $4,571 | $2,993+52.7% | $4,082+12.0% | $3,470+31.7% |
| Admin fee / account holder | $827 | $4,046-79.6% | $5,478-84.9% | $4,888-83.1% |