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 | $52,904 | $99,032-46.6% | $80,019-33.9% | $135,375-60.9% |
| Participation rate | 93.3% | 78.4%+15.0pp | 75.8%+17.5pp | 82.6%+10.7pp |
| Annual return | -0.40% | 15.39%-15.8pp | 11.22%-11.6pp | 519.73%-520.1pp |
| Employer contribution / active EE | $1,702 | $3,043-44.1% | $2,468-31.1% | $4,779-64.4% |
| Participant deferral / active EE | $2,891 | $4,282-32.5% | $3,686-21.6% | $5,609-48.5% |
| Admin fee / account holder | $21,645 | $10,436+107.4% | $6,521+231.9% | $10,827+99.9% |