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 | $32,917 | $78,694-58.2% | $67,652-51.3% | $125,391-73.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.42% | 9.46%-11.9pp | 6625.04%-6627.5pp | 282.22%-284.6pp |
| Employer contribution / active EE | $1,835 | $3,044-39.7% | $2,266-19.0% | $4,866-62.3% |
| Participant deferral / active EE | $3,073 | $4,292-28.4% | $3,560-13.7% | $5,352-42.6% |
| Admin fee / account holder | $927 | $7,403-87.5% | $4,821-80.8% | $9,540-90.3% |