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 | $33,185 | $64,307-48.4% | $57,343-42.1% | $125,391-73.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -1.82% | 25.12%-26.9pp | 24.39%-26.2pp | 282.22%-284.0pp |
| Employer contribution / active EE | $1,897 | $3,193-40.6% | $2,689-29.4% | $4,866-61.0% |
| Participant deferral / active EE | $2,411 | $3,848-37.4% | $3,162-23.8% | $5,352-55.0% |
| Admin fee / account holder | $600 | $5,242-88.6% | $3,356-82.1% | $9,540-93.7% |