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 | $40,927 | $106,115-61.4% | $85,969-52.4% | $125,391-67.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -2.68% | 13.93%-16.6pp | 9.32%-12.0pp | 282.22%-284.9pp |
| Employer contribution / active EE | $1,825 | $4,537-59.8% | $3,474-47.5% | $4,866-62.5% |
| Participant deferral / active EE | $2,458 | $4,859-49.4% | $3,829-35.8% | $5,352-54.1% |
| Admin fee / account holder | $372 | $8,144-95.4% | $6,053-93.9% | $9,540-96.1% |