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 | $31,248 | $57,354-45.5% | $83,848-62.7% | $64,186-51.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -8.08% | 11.38%-19.5pp | 850.88%-859.0pp | 7.63%-15.7pp |
| Employer contribution / active EE | $853 | $2,545-66.5% | $3,631-76.5% | $2,381-64.2% |
| Participant deferral / active EE | $2,144 | $2,993-28.4% | $4,082-47.5% | $3,470-38.2% |
| Admin fee / account holder | $360 | $4,046-91.1% | $5,478-93.4% | $4,888-92.6% |