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 | $37,876 | $87,540-56.7% | $75,781-50.0% | $125,391-69.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.38% | 13.48%-15.9pp | 9.68%-12.1pp | 282.22%-284.6pp |
| Employer contribution / active EE | $2,589 | $3,930-34.1% | $3,323-22.1% | $4,866-46.8% |
| Participant deferral / active EE | $3,236 | $4,229-23.5% | $3,651-11.4% | $5,352-39.5% |
| Admin fee / account holder | $3,821 | $6,502-41.2% | $5,299-27.9% | $9,540-59.9% |