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 | $40,217 | $99,032-59.4% | $80,019-49.7% | $135,375-70.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.26% | 15.39%-21.6pp | 11.22%-17.5pp | 519.73%-526.0pp |
| Employer contribution / active EE | $860 | $3,043-71.7% | $2,468-65.1% | $4,779-82.0% |
| Participant deferral / active EE | $1,232 | $4,282-71.2% | $3,686-66.6% | $5,609-78.0% |
| Admin fee / account holder | $1,217 | $10,436-88.3% | $6,521-81.3% | $10,827-88.8% |