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 | $38,763 | $57,354-32.4% | $83,848-53.8% | $64,186-39.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.50% | 11.38%-16.9pp | 850.88%-856.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $879 | $2,545-65.5% | $3,631-75.8% | $2,381-63.1% |
| Participant deferral / active EE | $2,205 | $2,993-26.3% | $4,082-46.0% | $3,470-36.5% |
| Admin fee / account holder | $1,383 | $4,046-65.8% | $5,478-74.7% | $4,888-71.7% |