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 | $30,879 | $69,518-55.6% | $59,878-48.4% | $135,375-77.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.29% | 7.94%-12.2pp | 3.46%-7.7pp | 519.73%-524.0pp |
| Employer contribution / active EE | $743 | $3,235-77.0% | $2,722-72.7% | $4,779-84.5% |
| Participant deferral / active EE | $1,456 | $4,206-65.4% | $3,402-57.2% | $5,609-74.0% |
| Admin fee / account holder | $960 | $5,734-83.3% | $3,590-73.3% | $10,827-91.1% |