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 | $80,431 | $92,222-12.8% | $76,768+4.8% | $135,375-40.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -2.73% | 5.46%-8.2pp | 2.43%-5.2pp | 519.73%-522.5pp |
| Employer contribution / active EE | $875 | $3,216-72.8% | $2,485-64.8% | $4,779-81.7% |
| Participant deferral / active EE | $2,546 | $4,509-43.5% | $3,852-33.9% | $5,609-54.6% |
| Admin fee / account holder | $27,234 | $10,748+153.4% | $6,675+308.0% | $10,827+151.5% |