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 | $39,200 | $97,044-59.6% | $83,333-53.0% | $135,375-71.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.76% | 12.31%-18.1pp | 10.63%-16.4pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,308 | $4,143-44.3% | $3,379-31.7% | $4,779-51.7% |
| Participant deferral / active EE | $2,664 | $5,964-55.3% | $5,565-52.1% | $5,609-52.5% |
| Admin fee / account holder | $5,815 | $8,380-30.6% | $7,510-22.6% | $10,827-46.3% |