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 | $42,572 | $86,699-50.9% | $73,307-41.9% | $125,391-66.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -0.73% | 2.78%-3.5pp | 5.67%-6.4pp | 282.22%-283.0pp |
| Employer contribution / active EE | $1,869 | $4,152-55.0% | $3,237-42.3% | $4,866-61.6% |
| Participant deferral / active EE | $2,836 | $5,550-48.9% | $4,991-43.2% | $5,352-47.0% |
| Admin fee / account holder | $307 | $7,771-96.0% | $5,637-94.5% | $9,540-96.8% |