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 | $35,191 | $87,540-59.8% | $75,781-53.6% | $125,391-71.9% |
| Participation rate | 95.7% | 80.2%+15.5pp | 75.8%+19.8pp | 83.2%+12.5pp |
| Annual return | -2.04% | 13.48%-15.5pp | 9.68%-11.7pp | 282.22%-284.3pp |
| Employer contribution / active EE | $2,199 | $3,930-44.0% | $3,323-33.8% | $4,866-54.8% |
| Participant deferral / active EE | $3,371 | $4,229-20.3% | $3,651-7.7% | $5,352-37.0% |
| Admin fee / account holder | $1,804 | $6,502-72.3% | $5,299-66.0% | $9,540-81.1% |