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 | $26,615 | $65,703-59.5% | $94,224-71.8% | $59,632-55.4% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -0.55% | 5.22%-5.8pp | 10.68%-11.2pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $622 | $2,021-69.2% | $3,587-82.7% | $2,203-71.8% |
| Participant deferral / active EE | $2,487 | $3,143-20.9% | $4,320-42.4% | $3,192-22.1% |
| Admin fee / account holder | $6,527 | $4,264+53.1% | $6,269+4.1% | $4,297+51.9% |