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 | $43,020 | $72,177-40.4% | $115,037-62.6% | $59,632-27.9% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.23% | 12.02%-12.3pp | 26.14%-26.4pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $8,118 | $2,841+185.7% | $4,608+76.2% | $2,203+268.6% |
| Participant deferral / active EE | $3,415 | $4,783-28.6% | $6,026-43.3% | $3,192+7.0% |
| Admin fee / account holder | $706 | $4,927-85.7% | $8,175-91.4% | $4,297-83.6% |