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 | $21,875 | $100,754-78.3% | $86,677-74.8% | $134,475-83.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -5.52% | 29.04%-34.6pp | 35.91%-41.4pp | 417.96%-423.5pp |
| Employer contribution / active EE | $8,359 | $3,489+139.6% | $2,836+194.7% | $4,740+76.4% |
| Participant deferral / active EE | $3,101 | $5,338-41.9% | $4,656-33.4% | $6,400-51.5% |
| Admin fee / account holder | $94,517 | $10,926+765.0% | $7,493+1161.4% | $11,426+727.2% |