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 | $58,542 | $103,949-43.7% | $69,182-15.4% | $273,961-78.6% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 0.10% | 35.28%-35.2pp | -21.93%+22.0pp | 41.45%-41.4pp |
| Employer contribution / active EE | $2,131 | $1,783+19.5% | $1,206+76.7% | $4,869-56.2% |
| Participant deferral / active EE | $3,791 | $2,716+39.6% | $1,897+99.8% | $5,287-28.3% |
| Admin fee / account holder | $22,022 | $3,671+500.0% | $2,697+716.6% | $10,132+117.3% |