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 | $30,038 | $131,829-77.2% | $108,579-72.3% | $273,961-89.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.89% | -91.57%+96.5pp | -51.70%+56.6pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,999 | $4,912-59.3% | $3,758-46.8% | $4,869-58.9% |
| Participant deferral / active EE | $2,684 | $5,127-47.6% | $4,311-37.7% | $5,287-49.2% |
| Admin fee / account holder | $6,576 | $10,252-35.9% | $7,645-14.0% | $10,132-35.1% |