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 | $41,864 | $87,540-52.2% | $75,781-44.8% | $125,391-66.6% |
| Participation rate | 90.9% | 80.2%+10.7pp | 75.8%+15.1pp | 83.2%+7.7pp |
| Annual return | -0.73% | 13.48%-14.2pp | 9.68%-10.4pp | 282.22%-283.0pp |
| Employer contribution / active EE | $832 | $3,930-78.8% | $3,323-75.0% | $4,866-82.9% |
| Participant deferral / active EE | $1,833 | $4,229-56.7% | $3,651-49.8% | $5,352-65.8% |
| Admin fee / account holder | $12,063 | $6,502+85.5% | $5,299+127.6% | $9,540+26.4% |