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 | $45,727 | $86,699-47.3% | $73,307-37.6% | $125,391-63.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -1.27% | 2.78%-4.0pp | 5.67%-6.9pp | 282.22%-283.5pp |
| Employer contribution / active EE | $12,821 | $4,152+208.8% | $3,237+296.0% | $4,866+163.5% |
| Participant deferral / active EE | $11,120 | $5,550+100.4% | $4,991+122.8% | $5,352+107.8% |
| Admin fee / account holder | $548 | $7,771-92.9% | $5,637-90.3% | $9,540-94.3% |