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 | $77,158 | $84,527-8.7% | $67,711+14.0% | $125,391-38.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -1.80% | 2.57%-4.4pp | 25.41%-27.2pp | 282.22%-284.0pp |
| Employer contribution / active EE | $158 | $3,292-95.2% | $2,559-93.8% | $4,866-96.8% |
| Participant deferral / active EE | $3,600 | $4,429-18.7% | $3,585+0.4% | $5,352-32.7% |
| Admin fee / account holder | $690 | $5,340-87.1% | $4,255-83.8% | $9,540-92.8% |