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 | $35,351 | $52,681-32.9% | $75,781-53.4% | $59,632-40.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -2.12% | 2.95%-5.1pp | 9.68%-11.8pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $1,871 | $2,193-14.7% | $3,323-43.7% | $2,203-15.0% |
| Participant deferral / active EE | $2,470 | $2,591-4.6% | $3,651-32.3% | $3,192-22.6% |
| Admin fee / account holder | $896 | $3,610-75.2% | $5,299-83.1% | $4,297-79.1% |