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 | $40,463 | $211,958-80.9% | $169,463-76.1% | $135,375-70.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -1.99% | 3.26%-5.3pp | 1.83%-3.8pp | 519.73%-521.7pp |
| Employer contribution / active EE | $2,336 | $5,120-54.4% | $4,159-43.8% | $4,779-51.1% |
| Participant deferral / active EE | $2,334 | $6,075-61.6% | $5,277-55.8% | $5,609-58.4% |
| Admin fee / account holder | $45,797 | $11,471+299.2% | $9,109+402.8% | $10,827+323.0% |