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 | $39,803 | $99,032-59.8% | $80,019-50.3% | $135,375-70.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -2.28% | 15.39%-17.7pp | 11.22%-13.5pp | 519.73%-522.0pp |
| Employer contribution / active EE | $610 | $3,043-80.0% | $2,468-75.3% | $4,779-87.2% |
| Participant deferral / active EE | $2,548 | $4,282-40.5% | $3,686-30.9% | $5,609-54.6% |
| Admin fee / account holder | $9,330 | $10,436-10.6% | $6,521+43.1% | $10,827-13.8% |