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 | $20,947 | $86,699-75.8% | $73,307-71.4% | $125,391-83.3% |
| Participation rate | 87.5% | 78.6%+8.9pp | 74.9%+12.6pp | 83.2%+4.3pp |
| Annual return | -2.50% | 2.78%-5.3pp | 5.67%-8.2pp | 282.22%-284.7pp |
| Employer contribution / active EE | $2,105 | $4,152-49.3% | $3,237-35.0% | $4,866-56.7% |
| Participant deferral / active EE | $3,774 | $5,550-32.0% | $4,991-24.4% | $5,352-29.5% |
| Admin fee / account holder | $1,534 | $7,771-80.3% | $5,637-72.8% | $9,540-83.9% |