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 | $27,035 | $57,354-52.9% | $83,848-67.8% | $64,186-57.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.10% | 11.38%-16.5pp | 850.88%-856.0pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,869 | $2,545-26.6% | $3,631-48.5% | $2,381-21.5% |
| Participant deferral / active EE | $2,610 | $2,993-12.8% | $4,082-36.0% | $3,470-24.8% |
| Admin fee / account holder | $1,500 | $4,046-62.9% | $5,478-72.6% | $4,888-69.3% |