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 | $15,832 | $90,320-82.5% | $59,496-73.4% | $125,391-87.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -2.54% | 369.13%-371.7pp | 182.05%-184.6pp | 282.22%-284.8pp |
| Employer contribution / active EE | $2,303 | $1,792+28.5% | $1,153+99.8% | $4,866-52.7% |
| Participant deferral / active EE | $4,740 | $2,716+74.5% | $1,829+159.1% | $5,352-11.4% |
| Admin fee / account holder | $2,384 | $3,063-22.2% | $2,232+6.8% | $9,540-75.0% |