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 | $35,086 | $83,908-58.2% | $68,509-48.8% | $125,391-72.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.67% | 14.48%-15.1pp | 8.27%-8.9pp | 282.22%-282.9pp |
| Employer contribution / active EE | $1,384 | $3,031-54.3% | $2,278-39.3% | $4,866-71.6% |
| Participant deferral / active EE | $1,795 | $4,125-56.5% | $3,382-46.9% | $5,352-66.5% |
| Admin fee / account holder | $1,773 | $8,982-80.3% | $5,275-66.4% | $9,540-81.4% |