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 | $35,244 | $69,518-49.3% | $59,878-41.1% | $135,375-74.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -3.90% | 7.94%-11.8pp | 3.46%-7.4pp | 519.73%-523.6pp |
| Employer contribution / active EE | $353 | $3,235-89.1% | $2,722-87.0% | $4,779-92.6% |
| Participant deferral / active EE | $3,253 | $4,206-22.6% | $3,402-4.4% | $5,609-42.0% |
| Admin fee / account holder | $338 | $5,734-94.1% | $3,590-90.6% | $10,827-96.9% |