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 | $43,090 | $167,307-74.2% | $143,757-70.0% | $134,475-68.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.88% | 0.46%-6.3pp | -0.04%-5.8pp | 417.96%-423.8pp |
| Employer contribution / active EE | $3,223 | $5,619-42.6% | $4,951-34.9% | $4,740-32.0% |
| Participant deferral / active EE | $2,434 | $6,446-62.2% | $5,637-56.8% | $6,400-62.0% |
| Admin fee / account holder | $1,359 | $18,088-92.5% | $14,673-90.7% | $11,426-88.1% |