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 | $24,272 | $50,958-52.4% | $74,550-67.4% | $64,186-62.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -5.07% | -1.86%-3.2pp | 32.53%-37.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $3,600 | $1,115+222.8% | $1,961+83.6% | $2,381+51.2% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $807 | $4,223-80.9% | $5,060-84.1% | $4,888-83.5% |