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 | $41,740 | $87,540-52.3% | $75,781-44.9% | $125,391-66.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.55% | 13.48%-14.0pp | 9.68%-10.2pp | 282.22%-282.8pp |
| Employer contribution / active EE | $1,520 | $3,930-61.3% | $3,323-54.3% | $4,866-68.8% |
| Participant deferral / active EE | $3,405 | $4,229-19.5% | $3,651-6.7% | $5,352-36.4% |
| Admin fee / account holder | $4,148 | $6,502-36.2% | $5,299-21.7% | $9,540-56.5% |