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 | $57,085 | $69,518-17.9% | $59,878-4.7% | $135,375-57.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -1.21% | 7.94%-9.2pp | 3.46%-4.7pp | 519.73%-520.9pp |
| Employer contribution / active EE | $1,417 | $3,235-56.2% | $2,722-47.9% | $4,779-70.3% |
| Participant deferral / active EE | $1,332 | $4,206-68.3% | $3,402-60.9% | $5,609-76.3% |
| Admin fee / account holder | $12,030 | $5,734+109.8% | $3,590+235.1% | $10,827+11.1% |