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 | $18,573 | $57,354-67.6% | $83,848-77.8% | $64,186-71.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -1.69% | 11.38%-13.1pp | 850.88%-852.6pp | 7.63%-9.3pp |
| Employer contribution / active EE | $1,551 | $2,545-39.0% | $3,631-57.3% | $2,381-34.8% |
| Participant deferral / active EE | $1,569 | $2,993-47.6% | $4,082-61.6% | $3,470-54.8% |
| Admin fee / account holder | $6,318 | $4,046+56.2% | $5,478+15.3% | $4,888+29.2% |