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 | $26,377 | $32,117-17.9% | $71,086-62.9% | $64,186-58.9% |
| Participation rate | 100.0% | 42.7%+57.3pp | 54.7%+45.3pp | 69.6%+30.4pp |
| Annual return | -0.32% | -5.57%+5.3pp | 650.59%-650.9pp | 7.63%-8.0pp |
| Employer contribution / active EE | $2,842 | $712+299.1% | $1,088+161.3% | $2,381+19.4% |
| Participant deferral / active EE | $2,266 | $1,263+79.4% | $1,874+20.9% | $3,470-34.7% |
| Admin fee / account holder | $1,419 | $2,759-48.6% | $3,082-54.0% | $4,888-71.0% |