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 | $45,257 | $45,566-0.7% | $64,105-29.4% | $59,632-24.1% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -1.99% | 4.95%-6.9pp | 791.24%-793.2pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $506 | $934-45.8% | $1,820-72.2% | $2,203-77.0% |
| Participant deferral / active EE | $1,437 | $2,057-30.1% | $2,822-49.1% | $3,192-55.0% |
| Admin fee / account holder | $15,491 | $3,268+374.1% | $4,499+244.3% | $4,297+260.5% |