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 | $38,329 | $64,307-40.4% | $57,343-33.2% | $125,391-69.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.12% | 25.12%-24.0pp | 24.39%-23.3pp | 282.22%-281.1pp |
| Employer contribution / active EE | $1,736 | $3,193-45.6% | $2,689-35.4% | $4,866-64.3% |
| Participant deferral / active EE | $2,193 | $3,848-43.0% | $3,162-30.7% | $5,352-59.0% |
| Admin fee / account holder | $1,510 | $5,242-71.2% | $3,356-55.0% | $9,540-84.2% |