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 | $38,799 | $92,222-57.9% | $76,768-49.5% | $135,375-71.3% |
| Participation rate | 84.6% | 79.8%+4.8pp | 77.0%+7.7pp | 82.6%+2.0pp |
| Annual return | -5.69% | 5.46%-11.1pp | 2.43%-8.1pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,091 | $3,216-66.1% | $2,485-56.1% | $4,779-77.2% |
| Participant deferral / active EE | $2,590 | $4,509-42.6% | $3,852-32.8% | $5,609-53.8% |
| Admin fee / account holder | $405 | $10,748-96.2% | $6,675-93.9% | $10,827-96.3% |