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 | $47,746 | $92,222-48.2% | $76,768-37.8% | $135,375-64.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -1.20% | 5.46%-6.7pp | 2.43%-3.6pp | 519.73%-520.9pp |
| Employer contribution / active EE | $5,446 | $3,216+69.4% | $2,485+119.2% | $4,779+14.0% |
| Participant deferral / active EE | $2,100 | $4,509-53.4% | $3,852-45.5% | $5,609-62.6% |
| Admin fee / account holder | $569 | $10,748-94.7% | $6,675-91.5% | $10,827-94.7% |