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 | $54,308 | $87,540-38.0% | $75,781-28.3% | $125,391-56.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.15% | 13.48%-14.6pp | 9.68%-10.8pp | 282.22%-283.4pp |
| Employer contribution / active EE | $552 | $3,930-86.0% | $3,323-83.4% | $4,866-88.7% |
| Participant deferral / active EE | $1,654 | $4,229-60.9% | $3,651-54.7% | $5,352-69.1% |
| Admin fee / account holder | $2,709 | $6,502-58.3% | $5,299-48.9% | $9,540-71.6% |