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 | $38,603 | $65,703-41.2% | $94,224-59.0% | $59,632-35.3% |
| Participation rate | 85.9% | 72.1%+13.8pp | 78.8%+7.1pp | 68.7%+17.2pp |
| Annual return | -0.81% | 5.22%-6.0pp | 10.68%-11.5pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $2,741 | $2,021+35.6% | $3,587-23.6% | $2,203+24.4% |
| Participant deferral / active EE | $3,020 | $3,143-3.9% | $4,320-30.1% | $3,192-5.4% |
| Admin fee / account holder | $11,574 | $4,264+171.4% | $6,269+84.6% | $4,297+169.4% |