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 | $37,699 | $69,518-45.8% | $59,878-37.0% | $135,375-72.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.28% | 7.94%-12.2pp | 3.46%-7.7pp | 519.73%-524.0pp |
| Employer contribution / active EE | $942 | $3,235-70.9% | $2,722-65.4% | $4,779-80.3% |
| Participant deferral / active EE | $3,395 | $4,206-19.3% | $3,402-0.2% | $5,609-39.5% |
| Admin fee / account holder | $417 | $5,734-92.7% | $3,590-88.4% | $10,827-96.2% |