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 | $48,504 | $82,630-41.3% | $64,105-24.3% | $125,391-61.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 0.00% | 1489.72%-1489.7pp | 791.24%-791.2pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,495 | $2,671-44.1% | $1,820-17.9% | $4,866-69.3% |
| Participant deferral / active EE | $2,322 | $3,608-35.7% | $2,822-17.7% | $5,352-56.6% |
| Admin fee / account holder | $5,290 | $6,382-17.1% | $4,499+17.6% | $9,540-44.5% |