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 | $49,507 | $86,699-42.9% | $73,307-32.5% | $125,391-60.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -2.53% | 2.78%-5.3pp | 5.67%-8.2pp | 282.22%-284.8pp |
| Employer contribution / active EE | $1,190 | $4,152-71.3% | $3,237-63.2% | $4,866-75.5% |
| Participant deferral / active EE | $2,273 | $5,550-59.0% | $4,991-54.5% | $5,352-57.5% |
| Admin fee / account holder | $1,306 | $7,771-83.2% | $5,637-76.8% | $9,540-86.3% |