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 | $41,581 | $78,694-47.2% | $67,652-38.5% | $125,391-66.8% |
| Participation rate | 90.9% | 78.8%+12.1pp | 75.7%+15.2pp | 83.2%+7.7pp |
| Annual return | -2.48% | 9.46%-11.9pp | 6625.04%-6627.5pp | 282.22%-284.7pp |
| Employer contribution / active EE | $1,540 | $3,044-49.4% | $2,266-32.0% | $4,866-68.4% |
| Participant deferral / active EE | $3,338 | $4,292-22.2% | $3,560-6.2% | $5,352-37.6% |
| Admin fee / account holder | $1,302 | $7,403-82.4% | $4,821-73.0% | $9,540-86.4% |