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 | $31,491 | $78,694-60.0% | $67,652-53.5% | $125,391-74.9% |
| Participation rate | 86.7% | 78.8%+7.9pp | 75.7%+11.0pp | 83.2%+3.5pp |
| Annual return | -1.19% | 9.46%-10.6pp | 6625.04%-6626.2pp | 282.22%-283.4pp |
| Employer contribution / active EE | $1,418 | $3,044-53.4% | $2,266-37.4% | $4,866-70.9% |
| Participant deferral / active EE | $2,963 | $4,292-31.0% | $3,560-16.8% | $5,352-44.6% |
| Admin fee / account holder | $323 | $7,403-95.6% | $4,821-93.3% | $9,540-96.6% |