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 | $35,353 | $92,222-61.7% | $76,768-53.9% | $135,375-73.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.21% | 5.46%-11.7pp | 2.43%-8.6pp | 519.73%-525.9pp |
| Employer contribution / active EE | $985 | $3,216-69.4% | $2,485-60.4% | $4,779-79.4% |
| Participant deferral / active EE | $4,737 | $4,509+5.1% | $3,852+23.0% | $5,609-15.5% |
| Admin fee / account holder | $2,335 | $10,748-78.3% | $6,675-65.0% | $10,827-78.4% |