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 | $38,696 | $69,518-44.3% | $59,878-35.4% | $135,375-71.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -2.34% | 7.94%-10.3pp | 3.46%-5.8pp | 519.73%-522.1pp |
| Employer contribution / active EE | $872 | $3,235-73.0% | $2,722-68.0% | $4,779-81.8% |
| Participant deferral / active EE | $2,524 | $4,206-40.0% | $3,402-25.8% | $5,609-55.0% |
| Admin fee / account holder | $3,449 | $5,734-39.9% | $3,590-3.9% | $10,827-68.1% |