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 | $35,778 | $81,840-56.3% | $63,412-43.6% | $125,391-71.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 67.1%+32.9pp | 83.2%+16.8pp |
| Annual return | 2.04% | -0.10%+2.1pp | 4.04%-2.0pp | 282.22%-280.2pp |
| Employer contribution / active EE | $1,333 | $2,377-43.9% | $1,814-26.5% | $4,866-72.6% |
| Participant deferral / active EE | $1,428 | $3,064-53.4% | $2,496-42.8% | $5,352-73.3% |
| Admin fee / account holder | $818 | $4,951-83.5% | $3,753-78.2% | $9,540-91.4% |