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 | $40,494 | $87,705-53.8% | $63,517-36.2% | $125,391-67.7% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -2.20% | 21.70%-23.9pp | -70.30%+68.1pp | 282.22%-284.4pp |
| Employer contribution / active EE | $2,209 | $3,601-38.7% | $2,322-4.9% | $4,866-54.6% |
| Participant deferral / active EE | $9,508 | $3,939+141.4% | $2,953+221.9% | $5,352+77.7% |
| Admin fee / account holder | $454 | $11,948-96.2% | $5,892-92.3% | $9,540-95.2% |