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 | $33,375 | $52,681-36.6% | $75,781-56.0% | $59,632-44.0% |
| Participation rate | 88.5% | 67.2%+21.2pp | 75.8%+12.6pp | 68.7%+19.8pp |
| Annual return | -1.81% | 2.95%-4.8pp | 9.68%-11.5pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $680 | $2,193-69.0% | $3,323-79.5% | $2,203-69.1% |
| Participant deferral / active EE | $3,744 | $2,591+44.5% | $3,651+2.5% | $3,192+17.3% |
| Admin fee / account holder | $8,838 | $3,610+144.8% | $5,299+66.8% | $4,297+105.7% |