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 | $28,261 | $64,307-56.1% | $57,343-50.7% | $125,391-77.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -2.52% | 25.12%-27.6pp | 24.39%-26.9pp | 282.22%-284.7pp |
| Employer contribution / active EE | $17,897 | $3,193+460.5% | $2,689+565.7% | $4,866+267.8% |
| Participant deferral / active EE | $18,204 | $3,848+373.0% | $3,162+475.6% | $5,352+240.2% |
| Admin fee / account holder | $15,917 | $5,242+203.7% | $3,356+374.3% | $9,540+66.8% |