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 | $30,222 | $93,024-67.5% | $77,024-60.8% | $134,475-77.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.87% | 62.60%-79.5pp | 42.32%-59.2pp | 417.96%-434.8pp |
| Employer contribution / active EE | $3,041 | $3,418-11.0% | $2,812+8.1% | $4,740-35.8% |
| Participant deferral / active EE | $4,869 | $5,238-7.0% | $4,426+10.0% | $6,400-23.9% |
| Admin fee / account holder | $2,885 | $6,944-58.5% | $5,425-46.8% | $11,426-74.8% |