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 | $31,898 | $87,705-63.6% | $63,517-49.8% | $125,391-74.6% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -2.74% | 21.70%-24.4pp | -70.30%+67.6pp | 282.22%-285.0pp |
| Employer contribution / active EE | $2,507 | $3,601-30.4% | $2,322+8.0% | $4,866-48.5% |
| Participant deferral / active EE | $4,306 | $3,939+9.3% | $2,953+45.8% | $5,352-19.5% |
| Admin fee / account holder | $1,570 | $11,948-86.9% | $5,892-73.3% | $9,540-83.5% |