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 | $64,430 | $92,222-30.1% | $76,768-16.1% | $135,375-52.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.63% | 5.46%-10.1pp | 2.43%-7.1pp | 519.73%-524.4pp |
| Employer contribution / active EE | $970 | $3,216-69.8% | $2,485-61.0% | $4,779-79.7% |
| Participant deferral / active EE | $4,076 | $4,509-9.6% | $3,852+5.8% | $5,609-27.3% |
| Admin fee / account holder | $1,883 | $10,748-82.5% | $6,675-71.8% | $10,827-82.6% |