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 | $29,739 | $92,222-67.8% | $76,768-61.3% | $135,375-78.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.27% | 5.46%-9.7pp | 2.43%-6.7pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,540 | $3,216-52.1% | $2,485-38.0% | $4,779-67.8% |
| Participant deferral / active EE | $3,720 | $4,509-17.5% | $3,852-3.4% | $5,609-33.7% |
| Admin fee / account holder | $107,787 | $10,748+902.8% | $6,675+1514.8% | $10,827+895.5% |