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 | $30,284 | $87,540-65.4% | $75,781-60.0% | $125,391-75.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.67% | 13.48%-16.2pp | 9.68%-12.3pp | 282.22%-284.9pp |
| Employer contribution / active EE | $2,674 | $3,930-32.0% | $3,323-19.5% | $4,866-45.0% |
| Participant deferral / active EE | $4,342 | $4,229+2.7% | $3,651+18.9% | $5,352-18.9% |
| Admin fee / account holder | $1,773 | $6,502-72.7% | $5,299-66.5% | $9,540-81.4% |