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 | $71,877 | $87,540-17.9% | $75,781-5.2% | $125,391-42.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.72% | 13.48%-16.2pp | 9.68%-12.4pp | 282.22%-284.9pp |
| Employer contribution / active EE | $777 | $3,930-80.2% | $3,323-76.6% | $4,866-84.0% |
| Participant deferral / active EE | $7,463 | $4,229+76.5% | $3,651+104.4% | $5,352+39.5% |
| Admin fee / account holder | $37,936 | $6,502+483.5% | $5,299+615.9% | $9,540+297.6% |