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 | $15,505 | $40,256-61.5% | $57,343-73.0% | $59,632-74.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -1.11% | 27.49%-28.6pp | 24.39%-25.5pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $3,126 | $1,922+62.7% | $2,689+16.3% | $2,203+41.9% |
| Participant deferral / active EE | $1,902 | $2,399-20.7% | $3,162-39.8% | $3,192-40.4% |
| Admin fee / account holder | $543 | $2,818-80.7% | $3,356-83.8% | $4,297-87.4% |